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 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

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 $404M AUM 19.8% 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

Valley Wealth Managers's IHE Position: Q1 2026 in Review

Valley Wealth Managers held its iShares US Pharmaceuticals ETF (IHE) position steady in Q1 2026 at 900 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #199.

Valley Wealth Managers first reported a position in IHE in Q2 2016 and has held it in 20 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Valley Wealth Managers held 900 shares of iShares US Pharmaceuticals ETF worth $78K as of Q1 2026.
Valley Wealth Managers left its iShares US Pharmaceuticals ETF share count unchanged in Q1 2026.
iShares US Pharmaceuticals ETF made up 0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #199 holding.
Valley Wealth Managers first reported a position in iShares US Pharmaceuticals ETF in Q2 2016 and has held it in 20 quarters since.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.