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 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 $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

Waverly Advisors's IHE Position: Q1 2026 in Review

Waverly Advisors increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.17% in Q1 2026, buying an estimated $613 and bringing the position to 4,052 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Waverly Advisors first reported a position in IHE in Q1 2024 and has held it in 9 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

Waverly Advisors held 4,052 shares of iShares US Pharmaceuticals ETF worth $351K as of Q1 2026.
Waverly Advisors bought 7 iShares US Pharmaceuticals ETF shares in Q1 2026, an estimated $613.
iShares US Pharmaceuticals ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1237 holding.
Waverly Advisors first reported a position in iShares US Pharmaceuticals ETF in Q1 2024 and has held it in 9 quarters since.
194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

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