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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 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: Q1 2026 in Review

Root Financial Partners increased its iShares US Pharmaceuticals ETF (IHE) stake by 36% in Q1 2026, buying an estimated $16.3K and bringing the position to 696 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Root Financial Partners first reported a position in IHE in Q3 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Root Financial Partners held 696 shares of iShares US Pharmaceuticals ETF worth $60.3K as of Q1 2026.
  • Root Financial Partners bought 186 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $16.3K.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #787 holding.
  • Root Financial Partners first reported a position in iShares US Pharmaceuticals ETF in Q3 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.