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Rothschild Investment LLC’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Rothschild Investment LLC’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 		$83.8K Hold
846
– – ﹤0.01% 1117
2026
Q1 		$73.3K Hold
846
– – ﹤0.01% 1007
2025
Q4 		$71.8K Hold
846
– – ﹤0.01% 915
2025
Q3 		$61.4K Buy
846
+456
+117% +$31.5K ﹤0.01% 937
2025
Q2 		$25.6K Hold
390
– – ﹤0.01% 965
2025
Q1 		$27.5K Hold
390
– – ﹤0.01% 915
2024
Q4 		$25.6K Hold
390
– – ﹤0.01% 937
2024
Q3 		$27.5K Hold
390
– – ﹤0.01% 924
2024
Q2 		$25.9K Hold
390
– – ﹤0.01% 912
2024
Q1 		$26.5K Buy
+390
New +$25.8K ﹤0.01% 861

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 51.91% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Rothschild Investment LLC's IHE Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 846 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Rothschild Investment LLC first reported a position in IHE in Q1 2024 and has held it in 10 quarters since. 120 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Rothschild Investment LLC held 846 shares of iShares US Pharmaceuticals ETF worth $83.8K as of Q2 2026.
  • Rothschild Investment LLC left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1117 holding.
  • Rothschild Investment LLC first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and has held it in 10 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.