Abound Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Abound Wealth Management’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 Q2	$220	Hold	4	–	–	﹤0.01%	1093
2026 Q1	$166	Hold	4	–	–	﹤0.01%	1296
2025 Q4	$190	Hold	4	–	–	﹤0.01%	1199
2025 Q3	$195	Hold	4	–	–	﹤0.01%	1128
2025 Q2	$191	Hold	4	–	–	﹤0.01%	1045
2025 Q1	$207	Hold	4	–	–	﹤0.01%	972
2024 Q4	$188	Sell	4 -3	-43%	-$158	﹤0.01%	1095
2024 Q3	$395	Hold	7	–	–	﹤0.01%	915
2024 Q2	$361	Hold	7	–	–	﹤0.01%	916
2024 Q1	$376	Sell	7 -103	-94%	-$5.47K	﹤0.01%	1023
2023 Q4	$5.88K	Hold	110	–	–	﹤0.01%	469
2023 Q3	$5.47K	Hold	110	–	–	﹤0.01%	443
2023 Q2	$5.69K	Hold	110	–	–	﹤0.01%	454
2023 Q1	$5.5K	Hold	110	–	–	﹤0.01%	383
2022 Q4	$5.94K	Hold	110	–	–	﹤0.01%	327
2022 Q3	$5.66K	Hold	110	–	–	﹤0.01%	351
2022 Q2	$5.64K	Hold	110	–	–	﹤0.01%	98
2022 Q1	$6.24K	Hold	110	–	–	﹤0.01%	97
2021 Q4	$6.39K	Buy	+110	New	+$6K	0.01%	95

Other funds holding IHF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abound Wealth Management's IHF Position: Q2 2026 in Review

Abound Wealth Management held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 4 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Abound Wealth Management first reported a position in IHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.39K in Q4 2021. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Abound Wealth Management held 4 shares of iShares US Healthcare Providers ETF worth $220 as of Q2 2026.
Abound Wealth Management left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
iShares US Healthcare Providers ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1093 holding.
Abound Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's iShares US Healthcare Providers ETF position peaked at $6.39K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.