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Cape Investment Advisory’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-805
Closed -$38.6K – 667
2025
Q4 		$38.6K Buy
805
+560
+229% +$27.4K 0.01% 477
2025
Q3 		$12.1K Sell
245
-560
-70% -$25.6K 0.01% 376
2025
Q2 		$39.2K Hold
805
– – 0.01% 403
2025
Q1 		$42.5K Hold
805
– – 0.02% 357
2024
Q4 		$38.6K Buy
805
+100
+14% +$5.28K 0.02% 364
2024
Q3 		$40.3K Sell
705
-10
-1% -$558 0.02% 348
2024
Q2 		$37.5K Hold
715
– – 0.02% 332
2024
Q1 		$39K Hold
715
– – 0.02% 339
2023
Q4 		$37.5K Hold
715
– – 0.02% 404
2023
Q3 		$35.2K Hold
715
– – 0.02% 351
2023
Q2 		$36.6K Hold
715
– – 0.02% 337
2023
Q1 		$35.4K Buy
+715
New +$36.7K 0.02% 328

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return