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 Q2	$891	Hold	9	–	–	﹤0.01%	321
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 $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

Morton Brown Family Wealth's IHE Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 9 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Morton Brown Family Wealth first reported a position in IHE in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Morton Brown Family Wealth held 9 shares of iShares US Pharmaceuticals ETF worth $891 as of Q2 2026.
Morton Brown Family Wealth left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #321 holding.
Morton Brown Family Wealth first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.