Valley Wealth Managers’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Valley Wealth Managers’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 Q3	$90.5K	Hold	900	–	–	0.01%	196
2026 Q2	$89.1K	Hold	900	–	–	0.01%	196
2026 Q1	$78K	Hold	900	–	–	0.01%	199
2025 Q4	$76.3K	Hold	900	–	–	﹤0.01%	200
2025 Q3	$65.3K	Hold	900	–	–	﹤0.01%	195
2025 Q2	$59K	Hold	900	–	–	﹤0.01%	193
2025 Q1	$63.5K	Hold	900	–	–	﹤0.01%	196
2024 Q4	$59.1K	Hold	900	–	–	﹤0.01%	205
2024 Q3	$63.5K	Hold	900	–	–	﹤0.01%	204
2024 Q2	$59.7K	Hold	900	–	–	﹤0.01%	212
2024 Q1	$61.1K	Hold	900	–	–	﹤0.01%	208
2023 Q4	$55.6K	Hold	900	–	–	﹤0.01%	212
2023 Q3	$53.1K	Hold	900	–	–	﹤0.01%	218
2023 Q2	$53.7K	Hold	900	–	–	﹤0.01%	203
2023 Q1	$52.6K	Hold	900	–	–	﹤0.01%	215
2022 Q4	$55.8K	Hold	900	–	–	0.01%	220
2022 Q3	$51K	Hold	900	–	–	0.01%	241
2022 Q2	$57K	Buy	+900	New	+$57.1K	0.01%	243
2017 Q2	–	Sell	-900	Closed	-$45K	–	148
2017 Q1	$45K	Hold	900	–	–	0.01%	142
2016 Q4	$42K	Hold	900	–	–	0.01%	142
2016 Q3	$45K	Hold	900	–	–	0.01%	144
2016 Q2	$43K	Buy	+900	New	+$42.8K	0.01%	146

Other funds holding IHE

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Schuylkill Financial Wyomissing, Pennsylvania $102M AUM

Valley Wealth Managers's IHE Position: Q3 2026 in Review

Valley Wealth Managers held its iShares US Pharmaceuticals ETF (IHE) position steady in Q3 2026 at 900 shares worth $90.5K. The position accounts for 0.01% of the portfolio, ranked #196.

Valley Wealth Managers first reported a position in IHE in Q2 2016 and has held it in 22 quarters since. 45 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

Valley Wealth Managers held 900 shares of iShares US Pharmaceuticals ETF worth $90.5K as of Q3 2026.
Valley Wealth Managers left its iShares US Pharmaceuticals ETF share count unchanged in Q3 2026.
iShares US Pharmaceuticals ETF made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #196 holding.
Valley Wealth Managers first reported a position in iShares US Pharmaceuticals ETF in Q2 2016 and has held it in 22 quarters since.
45 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.