Corient Private Wealth’s iShares US Healthcare Providers ETF IHF Stock Holding History

Corient Private Wealth’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	$287K	Sell	5,184 -4,234	-45%	-$209K	﹤0.01%	2595
2026 Q1	$394K	Buy	9,418 +834	+10%	+$38.2K	﹤0.01%	2157
2025 Q4	$412K	Buy	+8,584	New	+$421K	﹤0.01%	1972
2025 Q3	–	Sell	-5,024	Closed	-$244K	–	2621
2025 Q2	$244K	Buy	5,024 +1	+0%	+$49	﹤0.01%	2113
2025 Q1	$265K	Sell	5,023 -325	-6%	-$16.7K	﹤0.01%	1916
2024 Q4	$257K	Sell	5,348 -7,208	-57%	-$381K	﹤0.01%	1982
2024 Q3	$717K	Buy	12,556 +5,079	+68%	+$283K	﹤0.01%	1562
2024 Q2	$392K	Buy	+7,477	New	+$391K	﹤0.01%	1771

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

Corient Private Wealth's IHF Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares US Healthcare Providers ETF (IHF) stake by 45% in Q2 2026, selling an estimated $209K and leaving 5,184 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Corient Private Wealth first reported a position in IHF in Q2 2024 and has held it in 8 quarters since. The position peaked at $717K in Q3 2024. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Corient Private Wealth held 5,184 shares of iShares US Healthcare Providers ETF worth $287K as of Q2 2026.
Corient Private Wealth sold 4,234 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $209K.
iShares US Healthcare Providers ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2595 holding.
Corient Private Wealth first reported a position in iShares US Healthcare Providers ETF in Q2 2024 and has held it in 8 quarters since.
Corient Private Wealth's iShares US Healthcare Providers ETF position peaked at $717K in Q3 2024.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.