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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

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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. 23 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.
  • 23 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.