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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

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ACA
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MSCM
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LPL Financial
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ACM
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IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return