Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$7.24K Hold
72
– – ﹤0.01% 2200
2026
Q2 		$7.13K Hold
72
– – ﹤0.01% 2192
2026
Q1 		$6.24K Hold
72
– – ﹤0.01% 2191
2025
Q4 		$6.11K Buy
+72
New +$5.75K ﹤0.01% 2218

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's IHE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Pharmaceuticals ETF (IHE) position steady in Q3 2026 at 72 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Pinnacle Wealth Planning Services first reported a position in IHE in Q4 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 72 shares of iShares US Pharmaceuticals ETF worth $7.24K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its iShares US Pharmaceuticals ETF share count unchanged in Q3 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2200 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.