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

AE 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
Q3 		$1.21K Buy
+22
New +$1.25K ﹤0.01% 2709
2026
Q2 		– Sell
-40
Closed -$1.67K – 2725
2026
Q1 		$1.67K Sell
40
-110
-73% -$5.04K ﹤0.01% 2486
2025
Q4 		$7.19K Hold
150
– – ﹤0.01% 2185
2025
Q3 		$7.41K Hold
150
– – ﹤0.01% 2029
2025
Q2 		$7.3K Hold
150
– – ﹤0.01% 1915
2025
Q1 		$7.92K Hold
150
– – ﹤0.01% 1881
2024
Q4 		$7.2K Buy
+150
New +$7.92K ﹤0.01% 1874
2024
Q1 		– Sell
-43,490
Closed -$2.24M – 1555
2023
Q4 		$2.24M Buy
43,490
+570
+1% +$28.9K 0.01% 865
2023
Q3 		$2.11M Buy
42,920
+8,605
+25% +$437K 0.01% 833
2023
Q2 		$1.76M Sell
34,315
-2,160
-6% -$109K 0.01% 883
2023
Q1 		$1.8M Sell
36,475
-24,605
-40% -$1.26M 0.01% 841
2022
Q4 		$3.27M Buy
61,080
+5,390
+10% +$290K 0.02% 592
2022
Q3 		$2.84M Buy
55,690
+10,380
+23% +$563K 0.02% 591
2022
Q2 		$2.32M Buy
45,310
+5,085
+13% +$271K 0.02% 622
2022
Q1 		$2.28M Sell
40,225
-10,725
-21% -$588K 0.02% 672
2021
Q4 		$2.96M Buy
50,950
+23,000
+82% +$1.26M 0.02% 569
2021
Q3 		$1.43M Buy
+27,950
New +$1.49M 0.01% 759
2021
Q1 		– Sell
-26,885
Closed -$1.26M – 1522
2020
Q4 		$1.26M Buy
26,885
+21,735
+422% +$965K 0.01% 643
2020
Q3 		$208K Sell
5,150
-24,830
-83% -$1M ﹤0.01% 1168
2020
Q2 		$1.16M Buy
+29,980
New +$1.13M 0.02% 575
2019
Q3 		– Sell
-11,170
Closed -$383K – 1026
2019
Q2 		$383K Buy
11,170
+4,065
+57% +$135K 0.01% 666
2019
Q1 		$239K Buy
+7,105
New +$247K 0.02% 542

Other funds holding IHF

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
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
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $4.83B AUM 14.05% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AE Wealth Management's IHF Position: Q3 2026 in Review

AE Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q3 2026: 22 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #2709 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in IHF as recently as Q1 2026.

AE Wealth Management first reported a position in IHF in Q1 2019 and has held it in 22 quarters since. The position peaked at $3.27M in Q4 2022. 186 funds tracked by Wall St. Rank hold IHF as of Q3 2026.

  • AE Wealth Management held 22 shares of iShares US Healthcare Providers ETF worth $1.21K as of Q3 2026.
  • iShares US Healthcare Providers ETF was a new AE Wealth Management position in Q3 2026.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2709 holding.
  • AE Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2019 and has held it in 22 quarters since.
  • AE Wealth Management's iShares US Healthcare Providers ETF position peaked at $3.27M in Q4 2022.
  • 186 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.