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Chung Wu Investment Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Chung Wu Investment Group’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 		$20.9K Hold
500
– – 0.02% 171
2025
Q4 		$24K Hold
500
– – 0.02% 167
2025
Q3 		$24.7K Hold
500
– – 0.02% 169
2025
Q2 		$24.3K Sell
500
-4,000
-89% -$197K 0.03% 159
2025
Q1 		$238K Buy
+4,500
New +$231K 0.28% 62

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 $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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Chung Wu Investment Group's IHF Position: Q1 2026 in Review

Chung Wu Investment Group held its iShares US Healthcare Providers ETF (IHF) position steady in Q1 2026 at 500 shares worth $20.9K. The position accounts for 0.02% of the portfolio, ranked #171.

Chung Wu Investment Group first reported a position in IHF in Q1 2025 and has held it in 5 quarters since. The position peaked at $238K in Q1 2025. 193 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

  • Chung Wu Investment Group held 500 shares of iShares US Healthcare Providers ETF worth $20.9K as of Q1 2026.
  • Chung Wu Investment Group left its iShares US Healthcare Providers ETF share count unchanged in Q1 2026.
  • iShares US Healthcare Providers ETF made up 0.02% of Chung Wu Investment Group's portfolio in Q1 2026, its #171 holding.
  • Chung Wu Investment Group first reported a position in iShares US Healthcare Providers ETF in Q1 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's iShares US Healthcare Providers ETF position peaked at $238K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.