Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares U.S. Pharmaceuticals ETF(IHE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IHE
10/28/2026: IHE (2-star) is currently NOT-A-BUY. Pass it for now.
IHE offers concentrated exposure to U.S. pharmaceutical companies, aiming to replicate the performance of the Dow Jones U.S. Select Pharmaceuticals Index. Managed by BlackRock, the ETF provides a liquid and reliable vehicle for investors focusing on large-cap pharma, which often offers solid dividends and defensive characteristics. While it benefits from long-term demographic tailwinds, it remains sensitive to regulatory risks, drug pricing legislation, and patent cliffs. It is best suited for investors seeking sector-specific growth or income, provided they understand the concentrated risk of the pharmaceutical industry.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The pharmaceutical sector can offer growth, but it is often driven more by value and clinical pipelines than aggressive scaling. |
| Momentum investor | Strong fit while signal remains positive | Pharmaceutical stocks can experience strong price runs based on positive drug trial data or regulatory approvals. |
| Value investor | Strong fit | Large-cap pharmaceutical firms often trade at attractive valuations with solid fundamentals and steady earnings. |
| Dividend/Income investor | Strong fit | Many mature pharmaceutical companies in this fund are known for paying reliable and consistent dividends. |
| Low-risk investor | Mixed fit | While more stable than pure biotech, the sector is still subject to significant regulatory and legal risks. |
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to U.S. pharmaceutical stocks as part of a diversified sector-rotation strategy.
Suitability
Best for long-term investors or those looking to tactical exposure in healthcare.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Regulatory news and clinical trial results can cause significant short-term price swings. |
| Market risk | Medium | General market downturns often impact the healthcare sector alongside the broader economy. |
| Concentration | High | The fund is heavily concentrated in a single industry, increasing sensitivity to sector-specific policy changes. |
| Tracking/expense | Low | Passive index tracking minimizes the risk of significant underperformance versus the index. |
| Liquidity | Medium | Lower volumes compared to mega-cap ETFs can lead to wider spreads during periods of extreme market stress. |
| Business/sector quality | Medium | The reliance on patent protection and government pricing makes the business model vulnerable to external changes. |
Risk Analysis
Volatility
IHE displays moderate to high volatility linked to news-driven cycles in the pharmaceutical industry.
Market Risk
Risks are concentrated in regulatory, patent, and R&D outcomes which are specific to the pharma sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Pharmaceuticals | 98.5 | The fund provides concentrated exposure to the pharmaceutical industry, excluding broader biotech or healthcare equipment. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of assets held in cash to manage liquidity and daily operational flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 64.69% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.