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Spire Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Spire Wealth Management’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 		$14.9K Hold
150
– – ﹤0.01% 1534
2026
Q1 		$13K Hold
150
– – ﹤0.01% 1547
2025
Q4 		$12.7K Sell
150
-2,705
-95% -$216K ﹤0.01% 1636
2025
Q3 		$207K Sell
2,855
-1,200
-30% -$82.8K 0.01% 776
2025
Q2 		$266K Sell
4,055
-510
-11% -$33.2K 0.01% 687
2025
Q1 		$322K Sell
4,565
-3
-0.1% -$208 0.01% 696
2024
Q4 		$300K Buy
4,568
+906
+25% +$62.3K 0.01% 707
2024
Q3 		$259K Buy
3,662
+292
+9% +$20.3K 0.01% 671
2024
Q2 		$224K Buy
3,370
+1,176
+54% +$77.1K 0.01% 694
2024
Q1 		$149K Buy
2,194
+1,171
+114% +$77.4K ﹤0.01% 875
2023
Q4 		$64.6K Buy
1,023
+3
+0.3% +$176 ﹤0.01% 1117
2023
Q3 		$60.2K Hold
1,020
– – ﹤0.01% 1104
2023
Q2 		$60.9K Sell
1,020
-9
-0.9% -$535 ﹤0.01% 1126
2023
Q1 		$60.1K Buy
1,029
+384
+60% +$23.1K ﹤0.01% 1125
2022
Q4 		$40K Hold
645
– – ﹤0.01% 1063
2022
Q3 		$36K Sell
645
-348
-35% -$21.4K ﹤0.01% 1079
2022
Q2 		$63K Sell
993
-345
-26% -$21.9K ﹤0.01% 1199
2022
Q1 		$87K Buy
1,338
+3
+0.2% +$190 ﹤0.01% 1214
2021
Q4 		$89K Buy
1,335
+6
+0.5% +$381 ﹤0.01% 1448
2021
Q3 		$81K Sell
1,329
-9
-0.7% -$572 ﹤0.01% 1270
2021
Q2 		$83K Buy
1,338
+6
+0.5% +$365 ﹤0.01% 1261
2021
Q1 		$79K Buy
+1,332
New +$80.3K ﹤0.01% 1498

Other funds holding IHE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Spire Wealth Management's IHE Position: Q2 2026 in Review

Spire Wealth Management held its iShares US Pharmaceuticals ETF (IHE) position steady in Q2 2026 at 150 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Spire Wealth Management first reported a position in IHE in Q1 2021 and has held it in 22 quarters since. The position peaked at $322K in Q1 2025. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

  • Spire Wealth Management held 150 shares of iShares US Pharmaceuticals ETF worth $14.9K as of Q2 2026.
  • Spire Wealth Management left its iShares US Pharmaceuticals ETF share count unchanged in Q2 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1534 holding.
  • Spire Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Pharmaceuticals ETF position peaked at $322K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.