Massachusetts Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Massachusetts Wealth Management’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 Q1	$1.28M	Sell	14,820 -410	-3%	-$35.9K	0.56%	65
2025 Q4	$1.29M	Sell	15,230 -245	-2%	-$19.6K	0.6%	63
2025 Q3	$1.12M	Sell	15,475 -245	-2%	-$16.9K	0.56%	68
2025 Q2	$1.03M	Buy	15,720 +325	+2%	+$21.2K	0.58%	66
2025 Q1	$1.09M	Buy	15,395 +935	+6%	+$65K	0.74%	57
2024 Q4	$950K	Sell	14,460 -90	-0.6%	-$6.19K	0.59%	68
2024 Q3	$1.03M	Sell	14,550 -285	-2%	-$19.9K	0.65%	63
2024 Q2	$984K	Hold	14,835	–	–	0.66%	59
2024 Q1	$1.01M	Sell	14,835 -150	-1%	-$9.92K	0.71%	56
2023 Q4	$926K	Sell	14,985 -90	-0.6%	-$5.29K	0.75%	54
2023 Q3	$889K	Sell	15,075 -750	-5%	-$46K	0.82%	51
2023 Q2	$945K	Buy	15,825 +750	+5%	+$44.6K	0.9%	48
2023 Q1	$881K	Sell	15,075 -915	-6%	-$55.1K	0.91%	47
2022 Q4	$989K	Buy	+15,990	New	+$962K	0.96%	47

Other funds holding IHE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Massachusetts Wealth Management's IHE Position: Q1 2026 in Review

Massachusetts Wealth Management reduced its iShares US Pharmaceuticals ETF (IHE) stake by 2.7% in Q1 2026, selling an estimated $35.9K and leaving 14,820 shares worth $1.28M. The position accounts for 0.56% of the portfolio, ranked #65.

Massachusetts Wealth Management first reported a position in IHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q4 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Massachusetts Wealth Management held 14,820 shares of iShares US Pharmaceuticals ETF worth $1.28M as of Q1 2026.
Massachusetts Wealth Management sold 410 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $35.9K.
iShares US Pharmaceuticals ETF made up 0.56% of Massachusetts Wealth Management's portfolio in Q1 2026, its #65 holding.
Massachusetts Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's iShares US Pharmaceuticals ETF position peaked at $1.29M in Q4 2025.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.