Jones Financial Companies
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Jones Financial Companies’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Jones Financial Companies’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 		$1.85M Buy
18,639
+3,091
+20% +$279K ﹤0.01% 1616
2026
Q1 		$1.3M Buy
15,548
+855
+6% +$74.8K ﹤0.01% 1613
2025
Q4 		$1.25M Sell
14,693
-4,684
-24% -$374K ﹤0.01% 1148
2025
Q3 		$1.36M Sell
19,377
-8,364
-30% -$577K ﹤0.01% 1014
2025
Q2 		$1.82M Sell
27,741
-1,971
-7% -$128K ﹤0.01% 786
2025
Q1 		$2.04M Sell
29,712
-1,201
-4% -$83.5K ﹤0.01% 646
2024
Q4 		$2.03M Buy
30,913
+13,209
+75% +$909K ﹤0.01% 557
2024
Q3 		$1.24M Buy
17,704
+8,334
+89% +$581K ﹤0.01% 549
2024
Q2 		$621K Buy
9,370
+6,971
+291% +$457K ﹤0.01% 506
2024
Q1 		$163K Buy
2,399
+2,249
+1,499% +$149K ﹤0.01% 493
2023
Q4 		$9.27K Buy
+150
New +$8.82K ﹤0.01% 693

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

Jones Financial Companies's IHE Position: Q2 2026 in Review

Jones Financial Companies increased its iShares US Pharmaceuticals ETF (IHE) stake by 20% in Q2 2026, buying an estimated $279K and bringing the position to 18,639 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Jones Financial Companies first reported a position in IHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q1 2025. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Jones Financial Companies held 18,639 shares of iShares US Pharmaceuticals ETF worth $1.85M as of Q2 2026.
  • Jones Financial Companies bought 3,091 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $279K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1616 holding.
  • Jones Financial Companies first reported a position in iShares US Pharmaceuticals ETF in Q4 2023 and has held it in 11 quarters since.
  • Jones Financial Companies's iShares US Pharmaceuticals ETF position peaked at $2.04M in Q1 2025.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.