U.S. Capital Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

U.S. Capital 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	$620K	Sell	7,156 -452	-6%	-$39.6K	0.02%	630
2025 Q4	$645K	Buy	7,608 +204	+3%	+$16.3K	0.02%	593
2025 Q3	$537K	Buy	7,404 +736	+11%	+$50.8K	0.01%	620
2025 Q2	$437K	Buy	6,668 +1,296	+24%	+$84.4K	0.01%	626
2025 Q1	$379K	Hold	5,372	–	–	0.01%	642
2024 Q4	$353K	Sell	5,372 -567	-10%	-$39K	0.01%	643
2024 Q3	$419K	Buy	5,939 +2,342	+65%	+$163K	0.01%	517
2024 Q2	$239K	Hold	3,597	–	–	0.01%	614
2024 Q1	$244K	Sell	3,597 -675	-16%	-$44.6K	0.01%	606
2023 Q4	$264K	Buy	4,272 +675	+19%	+$39.7K	0.01%	579
2023 Q3	$212K	Hold	3,597	–	–	0.01%	586
2023 Q2	$215K	Hold	3,597	–	–	0.01%	613
2023 Q1	$210K	Hold	3,597	–	–	0.01%	601
2022 Q4	$223K	Hold	3,597	–	–	0.01%	581
2022 Q3	$203K	Hold	3,597	–	–	0.01%	592
2022 Q2	$230K	Buy	+3,597	New	+$228K	0.01%	605

Other funds holding IHE

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.01B AUM 28.81% 1-Year Est. Return

U.S. Capital Wealth Advisors's IHE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares US Pharmaceuticals ETF (IHE) stake by 5.9% in Q1 2026, selling an estimated $39.6K and leaving 7,156 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #630.

U.S. Capital Wealth Advisors first reported a position in IHE in Q2 2022 and has held it in 16 quarters since. The position peaked at $645K in Q4 2025. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

U.S. Capital Wealth Advisors held 7,156 shares of iShares US Pharmaceuticals ETF worth $620K as of Q1 2026.
U.S. Capital Wealth Advisors sold 452 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $39.6K.
iShares US Pharmaceuticals ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #630 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2022 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $645K in Q4 2025.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.