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 Q2	$352K	Buy	3,560 +6	+0.2%	+$541	﹤0.01%	1296
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 $336B AUM 34.66% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

United Capital Financial Advisors's IHE Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.17% in Q2 2026, buying an estimated $541 and bringing the position to 3,560 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

United Capital Financial Advisors first reported a position in IHE in Q2 2013 and has held it in 10 quarters since. The position peaked at $735K in Q2 2015. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

United Capital Financial Advisors held 3,560 shares of iShares US Pharmaceuticals ETF worth $352K as of Q2 2026.
United Capital Financial Advisors bought 6 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $541.
iShares US Pharmaceuticals ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1296 holding.
United Capital Financial Advisors first reported a position in iShares US Pharmaceuticals ETF in Q2 2013 and has held it in 10 quarters since.
United Capital Financial Advisors's iShares US Pharmaceuticals ETF position peaked at $735K in Q2 2015.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.