United Capital Financial Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

United Capital Financial 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	$308K	Buy	3,554 +5	+0.1%	+$438	﹤0.01%	1342
2025 Q4	$301K	Buy	+3,549	New	+$283K	﹤0.01%	1168
2015 Q3	–	Sell	-12,621	Closed	-$735K	–	1282
2015 Q2	$735K	Buy	12,621 +3,621	+40%	+$212K	0.01%	791
2015 Q1	$504K	Hold	9,000	–	–	0.01%	888
2014 Q4	$454K	Hold	9,000	–	–	0.01%	849
2014 Q3	$435K	Buy	+9,000	New	+$406K	0.01%	825
2014 Q2	–	Sell	-9,000	Closed	-$380K	–	867
2014 Q1	$380K	Hold	9,000	–	–	0.01%	712
2013 Q4	$354K	Buy	+9,000	New	+$338K	0.01%	500
2013 Q3	–	Sell	-12,045	Closed	-$400K	–	711
2013 Q2	$400K	Buy	+12,045	New	+$400K	0.01%	545

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

United Capital Financial Advisors's IHE Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.14% in Q1 2026, buying an estimated $438 and bringing the position to 3,554 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

United Capital Financial Advisors first reported a position in IHE in Q2 2013 and has held it in 9 quarters since. The position peaked at $735K in Q2 2015. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

United Capital Financial Advisors held 3,554 shares of iShares US Pharmaceuticals ETF worth $308K as of Q1 2026.
United Capital Financial Advisors bought 5 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $438.
iShares US Pharmaceuticals ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1342 holding.
United Capital Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and has held it in 9 quarters since.
United Capital Financial Advisors's iShares US Pharmaceuticals ETF position peaked at $735K in Q2 2015.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.