Steward Partners Investment Advisory’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Steward Partners Investment Advisory’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	$69K	Sell	697 -602	-46%	-$54.3K	﹤0.01%	2782
2026 Q1	$113K	Buy	1,299 +588	+83%	+$51.5K	﹤0.01%	2311
2025 Q4	$60.3K	Buy	711 +396	+126%	+$31.6K	﹤0.01%	2571
2025 Q3	$22.9K	Hold	315	–	–	﹤0.01%	3031
2025 Q2	$20.6K	Buy	+315	New	+$20.5K	﹤0.01%	2912
2025 Q1	–	Sell	-162	Closed	-$10.6K	–	4081
2024 Q4	$10.6K	Hold	162	–	–	﹤0.01%	3068
2024 Q3	$11.4K	Hold	162	–	–	﹤0.01%	2901
2024 Q2	$10.7K	Hold	162	–	–	﹤0.01%	2795
2024 Q1	$11K	Hold	162	–	–	﹤0.01%	2773
2023 Q4	$10K	Sell	162 -819	-83%	-$48.1K	﹤0.01%	2715
2023 Q3	$57.9K	Sell	981 -1,902	-66%	-$117K	﹤0.01%	1842
2023 Q2	$172K	Sell	2,883 -22,917	-89%	-$1.36M	﹤0.01%	1357
2023 Q1	$1.51M	Hold	25,800	–	–	0.02%	549
2022 Q4	$1.6M	Buy	25,800 +72	+0.3%	+$4.33K	0.03%	517
2022 Q3	$1.45M	Sell	25,728 -225	-0.9%	-$13.9K	0.03%	522
2022 Q2	$1.66M	Sell	25,953 -879	-3%	-$55.8K	0.03%	488
2022 Q1	$1.74M	Sell	26,832 -23,352	-47%	-$1.48M	0.03%	523
2021 Q4	$3.34M	Buy	50,184 +402	+0.8%	+$25.5K	0.05%	348
2021 Q3	$3.04M	Buy	49,782 +2,304	+5%	+$146K	0.05%	345
2021 Q2	$2.94M	Buy	47,478 +2,298	+5%	+$140K	0.05%	361
2021 Q1	$2.68M	Sell	45,180 -5,505	-11%	-$332K	0.05%	365
2020 Q4	$3.03M	Buy	50,685 +195	+0.4%	+$11.1K	0.07%	290
2020 Q3	$2.75M	Buy	50,490 +4,305	+9%	+$232K	0.07%	264
2020 Q2	$2.37M	Buy	46,185 +23,511	+104%	+$1.18M	0.07%	278
2020 Q1	$1.02M	Sell	22,674 -1,716	-7%	-$86.5K	0.04%	385
2019 Q4	$1.3M	Buy	24,390 +4,380	+22%	+$216K	0.04%	385
2019 Q3	$932K	Buy	20,010 +3,753	+23%	+$180K	0.03%	429
2019 Q2	$817K	Buy	+16,257	New	+$804K	0.03%	430

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

Steward Partners Investment Advisory's IHE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Pharmaceuticals ETF (IHE) stake by 46% in Q2 2026, selling an estimated $54.3K and leaving 697 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Steward Partners Investment Advisory first reported a position in IHE in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.34M in Q4 2021. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Steward Partners Investment Advisory held 697 shares of iShares US Pharmaceuticals ETF worth $69K as of Q2 2026.
Steward Partners Investment Advisory sold 602 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $54.3K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2782 holding.
Steward Partners Investment Advisory first reported a position in iShares US Pharmaceuticals ETF in Q2 2019 and has held it in 28 quarters since.
Steward Partners Investment Advisory's iShares US Pharmaceuticals ETF position peaked at $3.34M in Q4 2021.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.