IFWM
PPH icon

Institute for Wealth Management’s VanEck Pharmaceutical ETF PPH Stock Holding History

Institute for Wealth Management’s Portfolio PPH Stock Details PPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$197K Buy
+1,800
New +$186K 0.02% 522
2020
Q1 		– Sell
-1,875
Closed -$120K – 602
2019
Q4 		$120K Buy
+1,875
New +$113K 0.03% 459

Other funds holding PPH

AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Institute for Wealth Management's PPH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in VanEck Pharmaceutical ETF (PPH) in Q2 2026: 1,800 shares worth $197K. The stake represents 0.02% of the portfolio and ranks #522 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PPH as recently as Q4 2019.

Institute for Wealth Management first reported a position in PPH in Q4 2019 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold PPH as of Q2 2026.

  • Institute for Wealth Management held 1,800 shares of VanEck Pharmaceutical ETF worth $197K as of Q2 2026.
  • VanEck Pharmaceutical ETF was a new Institute for Wealth Management position in Q2 2026.
  • VanEck Pharmaceutical ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Institute for Wealth Management first reported a position in VanEck Pharmaceutical ETF in Q4 2019 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.