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 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cerity Partners's IHF Position: Q1 2026 in Review

Cerity Partners increased its iShares US Healthcare Providers ETF (IHF) stake by 28% in Q1 2026, buying an estimated $196K and bringing the position to 19,362 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Cerity Partners first reported a position in IHF in Q2 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

Cerity Partners held 19,362 shares of iShares US Healthcare Providers ETF worth $810K as of Q1 2026.
Cerity Partners bought 4,287 iShares US Healthcare Providers ETF shares in Q1 2026, an estimated $196K.
iShares US Healthcare Providers ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1973 holding.
Cerity Partners first reported a position in iShares US Healthcare Providers ETF in Q2 2024 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.