Patten & Patten’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Patten & Patten’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	$2.46M	Sell	24,815 -1,725	-6%	-$155K	0.13%	125
2026 Q1	$2.3M	Sell	26,540 -215	-0.8%	-$18.8K	0.14%	124
2025 Q4	$2.27M	Buy	26,755 +372	+1%	+$29.7K	0.13%	119
2025 Q3	$1.91M	Hold	26,383	–	–	0.11%	131
2025 Q2	$1.73M	Sell	26,383 -270	-1%	-$17.6K	0.11%	134
2025 Q1	$1.88M	Sell	26,653 -365	-1%	-$25.4K	0.13%	118
2024 Q4	$1.78M	Buy	27,018 +1,205	+5%	+$82.9K	0.12%	122
2024 Q3	$1.82M	Buy	25,813 +2,245	+10%	+$156K	0.12%	124
2024 Q2	$1.56M	Buy	23,568 +6,636	+39%	+$435K	0.11%	129
2024 Q1	$1.15M	Sell	16,932 -315	-2%	-$20.8K	0.08%	153
2023 Q4	$1.07M	Sell	17,247 -381	-2%	-$22.4K	0.09%	145
2023 Q3	$1.04M	Hold	17,628	–	–	0.09%	139
2023 Q2	$1.05M	Hold	17,628	–	–	0.09%	141
2023 Q1	$1.03M	Sell	17,628 -336	-2%	-$20.2K	0.09%	138
2022 Q4	$1.11M	Buy	17,964 +30	+0.2%	+$1.8K	0.1%	131
2022 Q3	$1.01M	Sell	17,934 -45	-0.3%	-$2.77K	0.1%	136
2022 Q2	$1.15M	Sell	17,979 -30	-0.2%	-$1.91K	0.1%	130
2022 Q1	$1.17M	Hold	18,009	–	–	0.09%	140
2021 Q4	$1.2M	Hold	18,009	–	–	0.08%	139
2021 Q3	$1.1M	Sell	18,009 -120	-0.7%	-$7.63K	0.08%	138
2021 Q2	$1.12M	Hold	18,129	–	–	0.09%	140
2021 Q1	$1.07M	Sell	18,129 -225	-1%	-$13.6K	0.09%	139
2020 Q4	$1.1M	Sell	18,354 -150	-0.8%	-$8.55K	0.1%	130
2020 Q3	$1.01M	Sell	18,504 -96	-0.5%	-$5.18K	0.1%	134
2020 Q2	$954K	Sell	18,600 -555	-3%	-$27.9K	0.1%	128
2020 Q1	$859K	Sell	19,155 -300	-2%	-$15.1K	0.11%	126
2019 Q4	$1.04M	Sell	19,455 -750	-4%	-$37K	0.1%	132
2019 Q3	$942K	Sell	20,205 -525	-3%	-$25.1K	0.1%	133
2019 Q2	$1.04M	Sell	20,730 -30	-0.1%	-$1.48K	0.11%	127
2019 Q1	$1.07M	Sell	20,760 -1,005	-5%	-$50K	0.12%	121
2018 Q4	$1.02M	Sell	21,765 -1,065	-5%	-$54.6K	0.13%	116
2018 Q3	$1.28M	Sell	22,830 -675	-3%	-$36.9K	0.13%	117
2018 Q2	$1.19M	Sell	23,505 -675	-3%	-$33.5K	0.12%	124
2018 Q1	$1.19M	Sell	24,180 -255	-1%	-$13.1K	0.12%	123
2017 Q4	$1.26M	Sell	24,435 -255	-1%	-$13.1K	0.13%	118
2017 Q3	$1.29M	Sell	24,690 -930	-4%	-$47.7K	0.14%	113
2017 Q2	$1.32M	Buy	25,620 +330	+1%	+$16.7K	0.15%	110
2017 Q1	$1.27M	Sell	25,290 -645	-2%	-$31.9K	0.15%	111
2016 Q4	$1.22M	Sell	25,935 -405	-2%	-$19.2K	0.15%	104
2016 Q3	$1.31M	Sell	26,340 -1,200	-4%	-$60.9K	0.17%	100
2016 Q2	$1.33M	Hold	27,540	–	–	0.18%	96
2016 Q1	$1.26M	Sell	27,540 -5,250	-16%	-$246K	0.18%	96
2015 Q4	$1.77M	Sell	32,790 -1,725	-5%	-$90.7K	0.24%	84
2015 Q3	$1.7M	Sell	34,515 -2,295	-6%	-$132K	0.26%	85
2015 Q2	$2.15M	Sell	36,810 -1,680	-4%	-$98.1K	0.31%	85
2015 Q1	$2.21M	Sell	38,490 -150	-0.4%	-$8.21K	0.32%	81
2014 Q4	$1.95M	Sell	38,640 -3,750	-9%	-$183K	0.29%	80
2014 Q3	$1.98M	Hold	42,390	–	–	0.32%	80
2014 Q2	$1.91M	Sell	42,390 -420	-1%	-$18.1K	0.31%	78
2014 Q1	$1.81M	Sell	42,810 -450	-1%	-$18.9K	0.24%	93
2013 Q4	$1.7M	Buy	43,260 +2,115	+5%	+$79.3K	0.24%	90
2013 Q3	$1.46M	Buy	41,145 +4,395	+12%	+$155K	0.23%	92
2013 Q2	$1.22M	Buy	+36,750	New	+$1.22M	0.2%	102

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

Patten & Patten's IHE Position: Q2 2026 in Review

Patten & Patten reduced its iShares US Pharmaceuticals ETF (IHE) stake by 6.5% in Q2 2026, selling an estimated $155K and leaving 24,815 shares worth $2.46M. The position accounts for 0.13% of the portfolio, ranked #125.

Patten & Patten first reported a position in IHE in Q2 2013 and has held it in 53 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Patten & Patten held 24,815 shares of iShares US Pharmaceuticals ETF worth $2.46M as of Q2 2026.
Patten & Patten sold 1,725 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $155K.
iShares US Pharmaceuticals ETF made up 0.13% of Patten & Patten's portfolio in Q2 2026, its #125 holding.
Patten & Patten first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and has held it in 53 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.