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

Stratos 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 Q1	–	Sell	-6,546	Closed	-$555K	–	640
2025 Q4	$555K	Buy	+6,546	New	+$522K	0.03%	412
2025 Q2	–	Sell	-3,286	Closed	-$232K	–	695
2025 Q1	$232K	Sell	3,286 -5,214	-61%	-$362K	0.01%	599
2024 Q4	$559K	Buy	8,500 +4,963	+140%	+$341K	0.03%	446
2024 Q3	$250K	Buy	+3,537	New	+$246K	0.01%	652
2024 Q2	–	Sell	-3,465	Closed	-$235K	–	734
2024 Q1	$235K	Buy	+3,465	New	+$229K	0.01%	597
2023 Q4	–	Sell	-5,589	Closed	-$330K	–	710
2023 Q3	$330K	Buy	+5,589	New	+$343K	0.02%	502

Other funds holding IHE

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Stratos Wealth Advisors's IHE Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2026, closing a stake of 6,546 shares — an estimated $555K sold.

Stratos Wealth Advisors first reported a position in IHE in Q3 2023 and held it in 6 quarters. The position peaked at $559K in Q4 2024. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Stratos Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 6,546 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $555K.
Stratos Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q3 2023 and held it in 6 quarters.
Stratos Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $559K in Q4 2024.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.