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Cox Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cox Capital Management’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 		– Sell
-15,146
Closed -$740K – 75
2025
Q4 		$740K Buy
+15,146
New +$742K 0.46% 48

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 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

Cox Capital Management's IHF Position: Q1 2026 in Review

Cox Capital Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2026, closing a stake of 15,146 shares — an estimated $740K sold.

Cox Capital Management first reported a position in IHF in Q4 2025 and held it in 1 quarter. The position peaked at $740K in Q4 2025. 194 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

  • Cox Capital Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2026 after selling out during the quarter.
  • Cox Capital Management sold 15,146 iShares US Healthcare Providers ETF shares in Q1 2026, an estimated $740K.
  • Cox Capital Management first reported a position in iShares US Healthcare Providers ETF in Q4 2025 and held it in 1 quarter.
  • Cox Capital Management's iShares US Healthcare Providers ETF position peaked at $740K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Cox Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.