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

Twin Peaks 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 		$7.28K Buy
+84
New +$7.35K ﹤0.01% 1218
2025
Q3 		– Sell
-84
Closed -$5.63K – 1095
2025
Q2 		$5.63K Buy
+84
New +$5.47K ﹤0.01% 1259

Other funds holding IHE

Fisher Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
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

Twin Peaks Wealth Advisors's IHE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares US Pharmaceuticals ETF (IHE) in Q1 2026: 84 shares worth $7.28K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IHE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IHE in Q2 2025 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 84 shares of iShares US Pharmaceuticals ETF worth $7.28K as of Q1 2026.
  • iShares US Pharmaceuticals ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1218 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2025 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.