Oak Harbor Wealth Partners’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Oak Harbor Wealth Partners’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	$20.8K	Hold	210	–	–	0.01%	190
2026 Q1	$18.2K	Hold	210	–	–	﹤0.01%	247
2025 Q4	$17.8K	Hold	210	–	–	﹤0.01%	241
2025 Q3	$15.2K	Hold	210	–	–	﹤0.01%	232
2025 Q2	$13.8K	Hold	210	–	–	﹤0.01%	228
2025 Q1	$14.8K	Hold	210	–	–	﹤0.01%	233
2024 Q4	$13.8K	Hold	210	–	–	﹤0.01%	213
2024 Q3	$14.8K	Hold	210	–	–	﹤0.01%	205
2024 Q2	$13.9K	Hold	210	–	–	﹤0.01%	205
2024 Q1	$14.3K	Hold	210	–	–	﹤0.01%	208
2023 Q4	$13K	Hold	210	–	–	﹤0.01%	209
2023 Q3	$12.4K	Hold	210	–	–	﹤0.01%	209
2023 Q2	$12.5K	Hold	210	–	–	﹤0.01%	217
2023 Q1	$12.3K	Hold	210	–	–	﹤0.01%	210
2022 Q4	$13K	Hold	210	–	–	0.01%	203
2022 Q3	$12K	Hold	210	–	–	﹤0.01%	199
2022 Q2	$13K	Hold	210	–	–	0.01%	197
2022 Q1	$14K	Hold	210	–	–	﹤0.01%	213
2021 Q4	$14K	Buy	+210	New	+$13.3K	﹤0.01%	223

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

Oak Harbor Wealth Partners's IHE Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 210 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #190.

Oak Harbor Wealth Partners first reported a position in IHE in Q4 2021 and has held it in 19 quarters since. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Oak Harbor Wealth Partners held 210 shares of iShares US Pharmaceuticals ETF worth $20.8K as of Q2 2026.
Oak Harbor Wealth Partners left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #190 holding.
Oak Harbor Wealth Partners first reported a position in iShares US Pharmaceuticals ETF in Q4 2021 and has held it in 19 quarters since.
210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.