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Integrated Wealth Concepts’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Integrated Wealth Concepts’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.1K Buy
+758
New +$68.3K ﹤0.01% 3037
2025
Q1 		– Sell
-13,931
Closed -$916K – 1792
2024
Q4 		$916K Sell
13,931
-1,162
-8% -$80K 0.01% 858
2024
Q3 		$1.07M Sell
15,093
-10
-0.1% -$697 0.01% 777
2024
Q2 		$1M Buy
15,103
+1,290
+9% +$84.5K 0.01% 759
2024
Q1 		$938K Sell
13,813
-56
-0.4% -$3.7K 0.01% 779
2023
Q4 		$857K Buy
13,869
+270
+2% +$15.9K 0.01% 793
2023
Q3 		$802K Sell
13,599
-162
-1% -$9.94K 0.01% 780
2023
Q2 		$821K Sell
13,761
-1,587
-10% -$94.3K 0.01% 758
2023
Q1 		$897K Sell
15,348
-60
-0.4% -$3.61K 0.02% 653
2022
Q4 		$956K Buy
15,408
+675
+5% +$40.6K 0.03% 485
2022
Q3 		$833K Buy
14,733
+435
+3% +$26.8K 0.03% 462
2022
Q2 		$913K Sell
14,298
-660
-4% -$41.9K 0.03% 443
2022
Q1 		$968K Buy
14,958
+447
+3% +$28.3K 0.03% 402
2021
Q4 		$966K Buy
14,511
+603
+4% +$38.2K 0.03% 429
2021
Q3 		$849K Buy
+13,908
New +$884K 0.03% 440

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Integrated Wealth Concepts's IHE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q2 2026: 758 shares worth $75.1K. The stake represents ﹤0.01% of the portfolio and ranks #3037 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in IHE as recently as Q4 2024.

Integrated Wealth Concepts first reported a position in IHE in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.07M in Q3 2024. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Integrated Wealth Concepts held 758 shares of iShares US Pharmaceuticals ETF worth $75.1K as of Q2 2026.
  • iShares US Pharmaceuticals ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3037 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Pharmaceuticals ETF in Q3 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's iShares US Pharmaceuticals ETF position peaked at $1.07M in Q3 2024.
  • 210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.