James T. Borello RIA
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James T. Borello RIA’s iShares US Pharmaceuticals ETF IHE Stock Holding History

James T. Borello RIA’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
Q3 		$7.24K Hold
72
– – ﹤0.01% 689
2026
Q2 		$7.13K Hold
72
– – ﹤0.01% 691
2026
Q1 		$6.24K Hold
72
– – ﹤0.01% 689
2025
Q4 		$6.11K Hold
72
– – ﹤0.01% 524
2025
Q3 		$5.22K Buy
+72
New +$4.97K ﹤0.01% 446

Other funds holding IHE

MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
Massachusetts Wealth Management
Massachusetts Wealth Management North Andover, Massachusetts $248M AUM 37.44% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

James T. Borello RIA's IHE Position: Q3 2026 in Review

James T. Borello RIA held its iShares US Pharmaceuticals ETF (IHE) position steady in Q3 2026 at 72 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

James T. Borello RIA first reported a position in IHE in Q3 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold IHE as of Q3 2026.

  • James T. Borello RIA held 72 shares of iShares US Pharmaceuticals ETF worth $7.24K as of Q3 2026.
  • James T. Borello RIA left its iShares US Pharmaceuticals ETF share count unchanged in Q3 2026.
  • iShares US Pharmaceuticals ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #689 holding.
  • James T. Borello RIA first reported a position in iShares US Pharmaceuticals ETF in Q3 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.