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Prevail Innovative Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Prevail Innovative Wealth Advisors’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 		– Sell
-93,112
Closed -$8.07M – 218
2026
Q1 		$8.07M Buy
93,112
+39,725
+74% +$3.48M 1.36% 21
2025
Q4 		$4.53M Buy
+53,387
New +$4.26M 0.81% 40

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

Prevail Innovative Wealth Advisors's IHE Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2026, closing a stake of 93,112 shares — an estimated $8.07M sold.

Prevail Innovative Wealth Advisors first reported a position in IHE in Q4 2025 and held it in 2 quarters. The position peaked at $8.07M in Q1 2026. 210 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 93,112 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $8.07M.
  • Prevail Innovative Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $8.07M in Q1 2026.
  • 210 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.