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Nvest Wealth Strategies’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-15
Closed -$1.27K – 404
2025
Q4 		$1.27K Buy
+15
New +$1.2K ﹤0.01% 192

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Nvest Wealth Strategies's IHE Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2026, closing a stake of 15 shares — an estimated $1.27K sold.

Nvest Wealth Strategies first reported a position in IHE in Q4 2025 and held it in 1 quarter. The position peaked at $1.27K in Q4 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 15 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $1.27K.
  • Nvest Wealth Strategies first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's iShares US Pharmaceuticals ETF position peaked at $1.27K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.