O'Shaughnessy Asset Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

O'Shaughnessy Asset Management’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	$45.8K	Sell	463 -182	-28%	-$16.4K	﹤0.01%	2276
2026 Q1	$55.9K	Buy	645 +182	+39%	+$15.9K	﹤0.01%	2232
2025 Q4	$39.3K	Buy	463 +120	+35%	+$9.58K	﹤0.01%	2269
2025 Q3	$24.9K	Buy	343 +144	+72%	+$9.94K	﹤0.01%	2266
2025 Q2	$13K	Sell	199 -7	-3%	-$456	﹤0.01%	2164
2025 Q1	$14.5K	Buy	+206	New	+$14.3K	﹤0.01%	2092

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

O'Shaughnessy Asset Management's IHE Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Pharmaceuticals ETF (IHE) stake by 28% in Q2 2026, selling an estimated $16.4K and leaving 463 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

O'Shaughnessy Asset Management first reported a position in IHE in Q1 2025 and has held it in 6 quarters since. The position peaked at $55.9K in Q1 2026. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

O'Shaughnessy Asset Management held 463 shares of iShares US Pharmaceuticals ETF worth $45.8K as of Q2 2026.
O'Shaughnessy Asset Management sold 182 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $16.4K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2276 holding.
O'Shaughnessy Asset Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2025 and has held it in 6 quarters since.
O'Shaughnessy Asset Management's iShares US Pharmaceuticals ETF position peaked at $55.9K in Q1 2026.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.