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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
Q3 		$44.2K Hold
805
– – 0.01% 540
2026
Q2 		$44.5K Buy
+805
New +$39.8K 0.01% 528
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

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
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
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

Cape Investment Advisory's IHF Position: Q3 2026 in Review

Cape Investment Advisory held its iShares US Healthcare Providers ETF (IHF) position steady in Q3 2026 at 805 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #540.

Cape Investment Advisory first reported a position in IHF in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.5K in Q2 2026. 13 funds tracked by Wall St. Rank hold IHF as of Q3 2026.

  • Cape Investment Advisory held 805 shares of iShares US Healthcare Providers ETF worth $44.2K as of Q3 2026.
  • Cape Investment Advisory left its iShares US Healthcare Providers ETF share count unchanged in Q3 2026.
  • iShares US Healthcare Providers ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #540 holding.
  • Cape Investment Advisory first reported a position in iShares US Healthcare Providers ETF in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's iShares US Healthcare Providers ETF position peaked at $44.5K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.