SOA Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

SOA Wealth 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	$8.32K	Hold	84	–	–	﹤0.01%	636
2026 Q1	$7.28K	Hold	84	–	–	﹤0.01%	625
2025 Q4	$7.13K	Hold	84	–	–	﹤0.01%	635
2025 Q3	$6.09K	Hold	84	–	–	﹤0.01%	655
2025 Q2	$5.5K	Hold	84	–	–	﹤0.01%	647
2025 Q1	$5.93K	Hold	84	–	–	﹤0.01%	617
2024 Q4	$5.52K	Hold	84	–	–	﹤0.01%	610
2024 Q3	$5.93K	Hold	84	–	–	﹤0.01%	592
2024 Q2	$5.57K	Hold	84	–	–	﹤0.01%	596
2024 Q1	$5.7K	Hold	84	–	–	﹤0.01%	603
2023 Q4	$5.19K	Hold	84	–	–	﹤0.01%	595
2023 Q3	$4.96K	Hold	84	–	–	﹤0.01%	616
2023 Q2	$5.01K	Hold	84	–	–	﹤0.01%	622
2023 Q1	$4.91K	Hold	84	–	–	﹤0.01%	624
2022 Q4	$5.21K	Hold	84	–	–	﹤0.01%	621
2022 Q3	$4K	Hold	84	–	–	﹤0.01%	628
2022 Q2	$5K	Hold	84	–	–	﹤0.01%	590
2022 Q1	$5K	Hold	84	–	–	﹤0.01%	687
2021 Q4	$5K	Hold	84	–	–	﹤0.01%	661
2021 Q3	$5K	Hold	84	–	–	﹤0.01%	685
2021 Q2	$5K	Buy	+84	New	+$5.11K	﹤0.01%	668

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

SOA Wealth Advisors's IHE Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 84 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

SOA Wealth Advisors first reported a position in IHE in Q2 2021 and has held it in 21 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

SOA Wealth Advisors held 84 shares of iShares US Pharmaceuticals ETF worth $8.32K as of Q2 2026.
SOA Wealth Advisors left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
iShares US Pharmaceuticals ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #636 holding.
SOA Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2021 and has held it in 21 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.