Kingswood Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Kingswood Wealth Advisors’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	$444K	Buy	4,481 +83	+2%	+$7.48K	0.02%	644
2026 Q1	$381K	Buy	4,398 +498	+13%	+$43.6K	0.02%	635
2025 Q4	$331K	Buy	3,900 +800	+26%	+$63.8K	0.02%	646
2025 Q3	$225K	Hold	3,100	–	–	0.01%	730
2025 Q2	$203K	Buy	+3,100	New	+$202K	0.02%	704

Other funds holding IHE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Kingswood Wealth Advisors's IHE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 1.9% in Q2 2026, buying an estimated $7.48K and bringing the position to 4,481 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #644.

Kingswood Wealth Advisors first reported a position in IHE in Q2 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Kingswood Wealth Advisors held 4,481 shares of iShares US Pharmaceuticals ETF worth $444K as of Q2 2026.
Kingswood Wealth Advisors bought 83 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $7.48K.
iShares US Pharmaceuticals ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #644 holding.
Kingswood Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2025 and has held it in 5 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.