Cerity Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cerity Partners’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	$680K	Sell	12,297 -7,065	-36%	-$349K	﹤0.01%	2239
2026 Q1	$810K	Buy	19,362 +4,287	+28%	+$196K	﹤0.01%	1973
2025 Q4	$723K	Buy	15,075 +996	+7%	+$48.8K	﹤0.01%	1869
2025 Q3	$695K	Buy	14,079 +380	+3%	+$17.4K	﹤0.01%	1775
2025 Q2	$666K	Buy	13,699 +632	+5%	+$31.1K	﹤0.01%	1724
2025 Q1	$690K	Buy	13,067 +5,148	+65%	+$265K	﹤0.01%	1596
2024 Q4	$380K	Buy	7,919 +1,959	+33%	+$103K	﹤0.01%	1916
2024 Q3	$340K	Buy	5,960 +1,259	+27%	+$70.3K	﹤0.01%	1979
2024 Q2	$246K	Buy	+4,701	New	+$246K	﹤0.01%	1921

Other funds holding IHF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's IHF Position: Q2 2026 in Review

Cerity Partners reduced its iShares US Healthcare Providers ETF (IHF) stake by 36% in Q2 2026, selling an estimated $349K and leaving 12,297 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

Cerity Partners first reported a position in IHF in Q2 2024 and has held it in 9 quarters since. The position peaked at $810K in Q1 2026. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Cerity Partners held 12,297 shares of iShares US Healthcare Providers ETF worth $680K as of Q2 2026.
Cerity Partners sold 7,065 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $349K.
iShares US Healthcare Providers ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2239 holding.
Cerity Partners first reported a position in iShares US Healthcare Providers ETF in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's iShares US Healthcare Providers ETF position peaked at $810K in Q1 2026.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.