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Wealthspire Advisors (New York)’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Wealthspire Advisors (New York)’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 		$206K Buy
2,376
+1
+0% +$88 ﹤0.01% 857
2025
Q4 		$201K Buy
2,375
+3
+0.1% +$239 ﹤0.01% 972
2025
Q3 		$172K Buy
+2,372
New +$164K ﹤0.01% 846

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Fisher Asset Management
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FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
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

Wealthspire Advisors (New York)'s IHE Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Pharmaceuticals ETF (IHE) stake by 0.04% in Q1 2026, buying an estimated $88 and bringing the position to 2,376 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Wealthspire Advisors (New York) first reported a position in IHE in Q3 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold IHE as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,376 shares of iShares US Pharmaceuticals ETF worth $206K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 1 iShares US Pharmaceuticals ETF share in Q1 2026, an estimated $88.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #857 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Pharmaceuticals ETF in Q3 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.