WorthPointe’s iShares US Pharmaceuticals ETF IHE Stock Holding History

WorthPointe’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	–	Sell	-7,683	Closed	-$666K	–	127
2026 Q1	$666K	Buy	+7,683	New	+$673K	0.18%	65
2024 Q3	–	Sell	-17,803	Closed	-$1.18M	–	82
2024 Q2	$1.18M	Buy	+17,803	New	+$1.17M	0.54%	26

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 $1.02B AUM 38% 1-Year Est. Return

WorthPointe's IHE Position: Q2 2026 in Review

WorthPointe sold out of iShares US Pharmaceuticals ETF (IHE) in Q2 2026, closing a stake of 7,683 shares — an estimated $666K sold.

WorthPointe first reported a position in IHE in Q2 2024 and held it in 2 quarters. The position peaked at $1.18M in Q2 2024. 209 funds tracked by Wall St. Rank hold IHE as of Q2 2026.

WorthPointe reported no remaining iShares US Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
WorthPointe sold 7,683 iShares US Pharmaceuticals ETF shares in Q2 2026, an estimated $666K.
WorthPointe first reported a position in iShares US Pharmaceuticals ETF in Q2 2024 and held it in 2 quarters.
WorthPointe's iShares US Pharmaceuticals ETF position peaked at $1.18M in Q2 2024.
209 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.