Morton Brown Family Wealth’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Morton Brown Family Wealth’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	$780	Hold	9	–	–	﹤0.01%	272
2025 Q4	$763	Buy	+9	New	+$718	﹤0.01%	278

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 $403M AUM 28.73% 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

Morton Brown Family Wealth's IHE Position: Q1 2026 in Review

Morton Brown Family Wealth held its iShares US Pharmaceuticals ETF (IHE) position steady in Q1 2026 at 9 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Morton Brown Family Wealth first reported a position in IHE in Q4 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Morton Brown Family Wealth held 9 shares of iShares US Pharmaceuticals ETF worth $780 as of Q1 2026.
Morton Brown Family Wealth left its iShares US Pharmaceuticals ETF share count unchanged in Q1 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q1 2026, its #272 holding.
Morton Brown Family Wealth first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 2 quarters since.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.