Kestra Advisory Services
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Kestra Advisory Services’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Kestra Advisory Services’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
Q3 		$1.1M Buy
10,971
+4,482
+69% +$460K ﹤0.01% 1894
2026
Q2 		$642K Buy
6,489
+186
+3% +$16.8K ﹤0.01% 2139
2026
Q1 		$546K Buy
6,303
+571
+10% +$50K ﹤0.01% 2147
2025
Q4 		$486K Buy
5,732
+1,012
+21% +$80.8K ﹤0.01% 2164
2025
Q3 		$342K Sell
4,720
-70
-1% -$4.83K ﹤0.01% 2339
2025
Q2 		$314K Sell
4,790
-474
-9% -$30.9K ﹤0.01% 2313
2025
Q1 		$371K Buy
5,264
+139
+3% +$9.7K ﹤0.01% 2017
2024
Q4 		$337K Sell
5,125
-207
-4% -$14.2K ﹤0.01% 2148
2024
Q3 		$377K Sell
5,332
-95
-2% -$6.62K ﹤0.01% 1947
2024
Q2 		$360K Buy
5,427
+591
+12% +$38.7K ﹤0.01% 2006
2024
Q1 		$328K Buy
4,836
+78
+2% +$5.16K ﹤0.01% 1937
2023
Q4 		$294K Buy
4,758
+105
+2% +$6.17K ﹤0.01% 1859
2023
Q3 		$274K Sell
4,653
-186
-4% -$11.4K ﹤0.01% 1723
2023
Q2 		$289K Buy
4,839
+543
+13% +$32.3K ﹤0.01% 1643
2023
Q1 		$251K Sell
4,296
-411
-9% -$24.8K ﹤0.01% 1682
2022
Q4 		$292K Buy
4,707
+117
+3% +$7.04K ﹤0.01% 1762
2022
Q3 		$259K Sell
4,590
-351
-7% -$21.6K ﹤0.01% 1692
2022
Q2 		$316K Buy
4,941
+258
+6% +$16.4K ﹤0.01% 1587
2022
Q1 		$303K Buy
4,683
+33
+0.7% +$2.09K ﹤0.01% 1586
2021
Q4 		$309K Sell
4,650
-741
-14% -$47K ﹤0.01% 1583
2021
Q3 		$329K Buy
5,391
+1,386
+35% +$88.1K ﹤0.01% 1610
2021
Q2 		$248K Buy
4,005
+12
+0.3% +$730 ﹤0.01% 1705
2021
Q1 		$237K Sell
3,993
-1,254
-24% -$75.6K ﹤0.01% 1614
2020
Q4 		$312K Buy
+5,247
New +$299K ﹤0.01% 1452

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Kestra Advisory Services's IHE Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares US Pharmaceuticals ETF (IHE) stake by 69% in Q3 2026, buying an estimated $460K and bringing the position to 10,971 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Kestra Advisory Services first reported a position in IHE in Q4 2020 and has held it in 24 quarters since. 136 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

  • Kestra Advisory Services held 10,971 shares of iShares US Pharmaceuticals ETF worth $1.1M as of Q3 2026.
  • Kestra Advisory Services bought 4,482 iShares US Pharmaceuticals ETF shares in Q3 2026, an estimated $460K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1894 holding.
  • Kestra Advisory Services first reported a position in iShares US Pharmaceuticals ETF in Q4 2020 and has held it in 24 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.