Private Wealth Asset Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Private Wealth 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	$14.9K	Hold	150	–	–	﹤0.01%	630
2026 Q1	$13K	Hold	150	–	–	﹤0.01%	648
2025 Q4	$12.7K	Hold	150	–	–	﹤0.01%	627
2025 Q3	$10.9K	Hold	150	–	–	﹤0.01%	633
2025 Q2	$9.83K	Hold	150	–	–	﹤0.01%	665
2025 Q1	$10.6K	Buy	+150	New	+$10.4K	﹤0.01%	613

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

Private Wealth Asset Management's IHE Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 150 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Private Wealth Asset Management first reported a position in IHE in Q1 2025 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Private Wealth Asset Management held 150 shares of iShares US Pharmaceuticals ETF worth $14.9K as of Q2 2026.
Private Wealth Asset Management left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #630 holding.
Private Wealth Asset Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2025 and has held it in 6 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.