Sunbelt Securities’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Sunbelt Securities’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	$83.2K	Buy	960 +120	+14%	+$10.5K	0.01%	897
2025 Q4	$71.3K	Hold	840	–	–	﹤0.01%	905
2025 Q3	$61K	Sell	840 -2,862	-77%	-$197K	﹤0.01%	954
2025 Q2	$243K	Buy	+3,702	New	+$241K	0.02%	542
2025 Q1	–	Sell	-3,702	Closed	-$242K	–	1851
2024 Q4	$242K	Buy	+3,702	New	+$255K	0.02%	543

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 $404M AUM 19.8% 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

Sunbelt Securities's IHE Position: Q1 2026 in Review

Sunbelt Securities increased its iShares US Pharmaceuticals ETF (IHE) stake by 14% in Q1 2026, buying an estimated $10.5K and bringing the position to 960 shares worth $83.2K. The position accounts for 0.01% of the portfolio, ranked #897.

Sunbelt Securities first reported a position in IHE in Q4 2024 and has held it in 5 quarters since. The position peaked at $243K in Q2 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Sunbelt Securities held 960 shares of iShares US Pharmaceuticals ETF worth $83.2K as of Q1 2026.
Sunbelt Securities bought 120 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $10.5K.
iShares US Pharmaceuticals ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #897 holding.
Sunbelt Securities first reported a position in iShares US Pharmaceuticals ETF in Q4 2024 and has held it in 5 quarters since.
Sunbelt Securities's iShares US Pharmaceuticals ETF position peaked at $243K in Q2 2025.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.