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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
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 $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
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

Pinnacle Wealth Planning Services's IHE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 72 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Pinnacle Wealth Planning Services first reported a position in IHE in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 72 shares of iShares US Pharmaceuticals ETF worth $7.13K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2192 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.