Root Financial Partners
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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
Q3 		$51.3K Buy
+510
New +$52.3K ﹤0.01% 1074
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

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Root Financial Partners's IHE Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q3 2026: 510 shares worth $51.3K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IHE as recently as Q1 2026.

Root Financial Partners first reported a position in IHE in Q3 2025 and has held it in 4 quarters since. The position peaked at $60.3K in Q1 2026. 126 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

  • Root Financial Partners held 510 shares of iShares US Pharmaceuticals ETF worth $51.3K as of Q3 2026.
  • iShares US Pharmaceuticals ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1074 holding.
  • Root Financial Partners first reported a position in iShares US Pharmaceuticals ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares US Pharmaceuticals ETF position peaked at $60.3K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.