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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
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 		$2.85M Buy
55,690
+10,380
+23% +$563K 0.02% 591
2022
Q2 		$2.31M 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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AE Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2026, closing a stake of 40 shares — an estimated $1.67K sold.

AE Wealth Management first reported a position in IHF in Q1 2019 and held it in 21 quarters. The position peaked at $3.27M in Q4 2022. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • AE Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 40 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $1.67K.
  • AE Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2019 and held it in 21 quarters.
  • AE Wealth Management's iShares US Healthcare Providers ETF position peaked at $3.27M in Q4 2022.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.