Rothwell Investment Advisors, LLC’s iShares US Healthcare Providers ETF IHF Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.24K	Buy	+77	New	+$4.37K	﹤0.01%	932

Other funds holding IHF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IHF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares US Healthcare Providers ETF (IHF) in Q3 2026: 77 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings.

109 funds tracked by Wall St. Rank hold IHF as of Q3 2026.

Rothwell Investment Advisors, LLC held 77 shares of iShares US Healthcare Providers ETF worth $4.24K as of Q3 2026.
iShares US Healthcare Providers ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares US Healthcare Providers ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #932 holding.
109 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.