CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

CAPTRUST Financial Advisors’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 		$350K Buy
6,328
+1
+0% +$49 ﹤0.01% 2456
2026
Q1 		$265K Buy
6,327
+2,037
+47% +$93.3K ﹤0.01% 2472
2025
Q4 		$206K Buy
4,290
+214
+5% +$10.5K ﹤0.01% 2510
2025
Q3 		$201K Buy
+4,076
New +$186K ﹤0.01% 2423
2025
Q2 		– Sell
-4,074
Closed -$215K – 2553
2025
Q1 		$215K Buy
+4,074
New +$209K ﹤0.01% 2132
2024
Q4 		– Sell
-4,070
Closed -$232K – 2343
2024
Q3 		$232K Buy
4,070
+3
+0.1% +$167 ﹤0.01% 2045
2024
Q2 		$213K Hold
4,067
– – ﹤0.01% 2001
2024
Q1 		$222K Sell
4,067
-3,108
-43% -$165K ﹤0.01% 1941
2023
Q4 		$377K Buy
7,175
+965
+16% +$48.9K ﹤0.01% 1954
2023
Q3 		$306K Sell
6,210
-1,160
-16% -$58.9K ﹤0.01% 1986
2023
Q2 		$377K Buy
7,370
+5
+0.1% +$253 ﹤0.01% 1812
2023
Q1 		$364K Buy
7,365
+2,075
+39% +$107K ﹤0.01% 1602
2022
Q4 		$283K Sell
5,290
-240
-4% -$12.9K ﹤0.01% 1706
2022
Q3 		$283K Buy
5,530
+1,945
+54% +$105K ﹤0.01% 1590
2022
Q2 		$183K Sell
3,585
-75
-2% -$4K ﹤0.01% 1753
2022
Q1 		$207K Hold
3,660
– – ﹤0.01% 1700
2021
Q4 		$212K Hold
3,660
– – ﹤0.01% 1601
2021
Q3 		$187K Buy
3,660
+1,360
+59% +$72.5K ﹤0.01% 1605
2021
Q2 		$123K Hold
2,300
– – ﹤0.01% 1861
2021
Q1 		$116K Hold
2,300
– – ﹤0.01% 1850
2020
Q4 		$108K Hold
2,300
– – ﹤0.01% 1471
2020
Q3 		$93K Hold
2,300
– – ﹤0.01% 1368
2020
Q2 		$90K Buy
2,300
+175
+8% +$6.59K ﹤0.01% 1380
2020
Q1 		$68K Buy
+2,125
New +$80.4K ﹤0.01% 1272
2019
Q4 		– Sell
-2,125
Closed -$69K – 1381
2019
Q3 		$69K Hold
2,125
– – ﹤0.01% 896
2019
Q2 		$73K Sell
2,125
-690
-25% -$23K ﹤0.01% 860
2019
Q1 		$95K Buy
2,815
+690
+32% +$24K ﹤0.01% 716
2018
Q4 		$73K Hold
2,125
– – ﹤0.01% 667
2018
Q3 		$85K Hold
2,125
– – ﹤0.01% 649
2018
Q2 		$75K Hold
2,125
– – ﹤0.01% 578
2018
Q1 		$66K Hold
2,125
– – ﹤0.01% 543
2017
Q4 		$67K Hold
2,125
– – ﹤0.01% 529
2017
Q3 		$68K Hold
2,125
– – 0.01% 273
2017
Q2 		$63K Buy
+2,125
New +$59.8K 0.01% 165
2014
Q3 		– Sell
-980
Closed -$20K – 88
2014
Q2 		$20K Buy
+980
New +$19.3K ﹤0.01% 111

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

CAPTRUST Financial Advisors's IHF Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares US Healthcare Providers ETF (IHF) stake by 0.02% in Q2 2026, buying an estimated $49 and bringing the position to 6,328 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

CAPTRUST Financial Advisors first reported a position in IHF in Q2 2014 and has held it in 35 quarters since. The position peaked at $377K in Q2 2023. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,328 shares of iShares US Healthcare Providers ETF worth $350K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1 iShares US Healthcare Providers ETF share in Q2 2026, an estimated $49.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2456 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2014 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's iShares US Healthcare Providers ETF position peaked at $377K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.