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Root Financial Partners’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Root Financial Partners’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
-696
Closed -$60.3K – 1734
2026
Q1 		$60.3K Buy
696
+186
+36% +$16.3K ﹤0.01% 787
2025
Q4 		$43.3K Buy
510
+240
+89% +$19.2K ﹤0.01% 775
2025
Q3 		$19.6K Buy
+270
New +$18.6K ﹤0.01% 1132

Other funds holding IHE

Fisher Asset Management
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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

Root Financial Partners's IHE Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2026, closing a stake of 696 shares — an estimated $60.3K sold.

Root Financial Partners first reported a position in IHE in Q3 2025 and held it in 3 quarters. The position peaked at $60.3K in Q1 2026. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 696 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $60.3K.
  • Root Financial Partners first reported a position in iShares US Pharmaceuticals ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Pharmaceuticals ETF position peaked at $60.3K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.