Waverly Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Waverly 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	$493K	Buy	4,980 +928	+23%	+$83.6K	﹤0.01%	1181
2026 Q1	$351K	Buy	4,052 +7	+0.2%	+$613	﹤0.01%	1237
2025 Q4	$343K	Buy	4,045 +135	+3%	+$10.8K	﹤0.01%	1155
2025 Q3	$284K	Hold	3,910	–	–	﹤0.01%	1066
2025 Q2	$256K	Hold	3,910	–	–	﹤0.01%	1030
2025 Q1	$276K	Hold	3,910	–	–	﹤0.01%	950
2024 Q4	$257K	Buy	3,910 +10	+0.3%	+$688	﹤0.01%	867
2024 Q3	$275K	Hold	3,900	–	–	0.01%	702
2024 Q2	$259K	Sell	3,900 -480	-11%	-$31.5K	0.01%	703
2024 Q1	$297K	Buy	+4,380	New	+$290K	0.01%	574

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

Waverly Advisors's IHE Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 23% in Q2 2026, buying an estimated $83.6K and bringing the position to 4,980 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Waverly Advisors first reported a position in IHE in Q1 2024 and has held it in 10 quarters since. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

Waverly Advisors held 4,980 shares of iShares US Pharmaceuticals ETF worth $493K as of Q2 2026.
Waverly Advisors bought 928 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $83.6K.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1181 holding.
Waverly Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and has held it in 10 quarters since.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.