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

Avior 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	$2.07M	Buy	+37,724	New	+$2.14M	0.05%	244
2025 Q1	–	Sell	-320	Closed	-$15.4K	–	1504
2024 Q4	$15.4K	Sell	320 -84	-21%	-$4.43K	﹤0.01%	1486
2024 Q3	$23.1K	Buy	404 +1	+0.2%	+$56	﹤0.01%	1347
2024 Q2	$21.2K	Hold	403	–	–	﹤0.01%	1338
2024 Q1	$22K	Buy	403 +3	+0.8%	+$159	﹤0.01%	1561
2023 Q4	$21.1K	Hold	400	–	–	﹤0.01%	875
2023 Q3	$19.7K	Sell	400 -575	-59%	-$29.2K	﹤0.01%	939
2023 Q2	$49.9K	Buy	975 +400	+70%	+$20.2K	﹤0.01%	759
2023 Q1	$28.4K	Buy	+575	New	+$29.5K	﹤0.01%	886

Other funds holding IHF

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

Avior Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q3 2026: 37,724 shares worth $2.07M. The stake represents 0.05% of the portfolio and ranks #244 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in IHF as recently as Q4 2024.

Avior Wealth Management first reported a position in IHF in Q1 2023 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold IHF as of Q3 2026.

Avior Wealth Management held 37,724 shares of iShares US Healthcare Providers ETF worth $2.07M as of Q3 2026.
iShares US Healthcare Providers ETF was a new Avior Wealth Management position in Q3 2026.
iShares US Healthcare Providers ETF made up 0.05% of Avior Wealth Management's portfolio in Q3 2026, its #244 holding.
Avior Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2023 and has held it in 9 quarters since.
12 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.