Realta Investment Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Realta Investment 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	$14.3K	Sell	144 -60	-29%	-$5.41K	﹤0.01%	304
2026 Q1	$17.7K	Buy	+204	New	+$17.9K	0.01%	286
2025 Q4	–	Sell	-900	Closed	-$65.3K	–	360
2025 Q3	$65.3K	Hold	900	–	–	0.02%	227
2025 Q2	$59K	Hold	900	–	–	0.02%	221
2025 Q1	$63.5K	Hold	900	–	–	0.03%	220
2024 Q4	$59.3K	Hold	900	–	–	0.02%	242
2024 Q3	$64K	Sell	900 -243	-21%	-$16.9K	0.03%	230
2024 Q2	$75.8K	Hold	1,143	–	–	0.01%	495
2024 Q1	$77.6K	Buy	+1,143	New	+$75.6K	0.02%	506
2023 Q4	–	Sell	-1,206	Closed	-$72K	–	591
2023 Q3	$72K	Hold	1,206	–	–	0.02%	500
2023 Q2	$72K	Buy	+1,206	New	+$71.7K	0.02%	527
2023 Q1	–	Sell	-243	Closed	-$15.1K	–	603
2022 Q4	$15.1K	Sell	243 -63	-21%	-$3.79K	﹤0.01%	678
2022 Q3	$17K	Buy	+306	New	+$18.8K	﹤0.01%	631
2019 Q4	–	Sell	-294	Closed	-$13K	–	1623
2019 Q3	$13K	Sell	294 -63	-18%	-$3.02K	﹤0.01%	1047
2019 Q2	$18K	Hold	357	–	–	0.01%	966
2019 Q1	$18K	Buy	+357	New	+$17.8K	0.01%	779

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

Realta Investment Advisors's IHE Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 29% in Q2 2026, selling an estimated $5.41K and leaving 144 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Realta Investment Advisors first reported a position in IHE in Q1 2019 and has held it in 16 quarters since. The position peaked at $77.6K in Q1 2024. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Realta Investment Advisors held 144 shares of iShares US Pharmaceuticals ETF worth $14.3K as of Q2 2026.
Realta Investment Advisors sold 60 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $5.41K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #304 holding.
Realta Investment Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2019 and has held it in 16 quarters since.
Realta Investment Advisors's iShares US Pharmaceuticals ETF position peaked at $77.6K in Q1 2024.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.