Merit Financial Group’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Merit Financial Group’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	$3.09M	Sell	31,245 -78	-0.2%	-$7.03K	0.02%	575
2026 Q1	$2.72M	Hold	31,323	–	–	0.02%	561
2025 Q4	$2.66M	Hold	31,323	–	–	0.02%	539
2025 Q3	$2.27M	Hold	31,323	–	–	0.02%	524
2025 Q2	$2.05M	Buy	31,323 +132	+0.4%	+$8.59K	0.02%	513
2025 Q1	$2.2M	Hold	31,191	–	–	0.03%	399
2024 Q4	$2.05M	Hold	31,191	–	–	0.04%	349
2024 Q3	$2.2M	Sell	31,191 -17,330	-36%	-$1.21M	0.05%	261
2024 Q2	$3.22M	Buy	48,521 +17,330	+56%	+$1.14M	0.07%	204
2024 Q1	$2.01M	Buy	+31,191	New	+$2.06M	0.05%	264
2023 Q4	–	Sell	-31,191	Closed	-$1.84M	–	799
2023 Q3	$1.84M	Sell	31,191 -894	-3%	-$54.8K	0.06%	233
2023 Q2	$1.92M	Sell	32,085 -14,589	-31%	-$867K	0.06%	228
2023 Q1	$2.73M	Buy	46,674 +7,104	+18%	+$428K	0.1%	158
2022 Q4	$2.45M	Buy	39,570 +8,544	+28%	+$514K	0.09%	166
2022 Q3	$1.75M	Sell	31,026 -24,750	-44%	-$1.52M	0.08%	171
2022 Q2	$3.56M	Buy	+55,776	New	+$3.54M	0.11%	119

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 $1.02B AUM 38% 1-Year Est. Return

Merit Financial Group's IHE Position: Q2 2026 in Review

Merit Financial Group reduced its iShares US Pharmaceuticals ETF (IHE) stake by 0.25% in Q2 2026, selling an estimated $7.03K and leaving 31,245 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #575.

Merit Financial Group first reported a position in IHE in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.56M in Q2 2022. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Merit Financial Group held 31,245 shares of iShares US Pharmaceuticals ETF worth $3.09M as of Q2 2026.
Merit Financial Group sold 78 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $7.03K.
iShares US Pharmaceuticals ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #575 holding.
Merit Financial Group first reported a position in iShares US Pharmaceuticals ETF in Q2 2022 and has held it in 16 quarters since.
Merit Financial Group's iShares US Pharmaceuticals ETF position peaked at $3.56M in Q2 2022.
210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.