Crescent Grove Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Crescent Grove Advisors’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	$276K	Hold	6,591	–	–	0.03%	243
2025 Q4	$316K	Hold	6,591	–	–	0.03%	231
2025 Q3	$326K	Buy	6,591 +1,061	+19%	+$48.5K	0.03%	219
2025 Q2	$269K	Hold	5,530	–	–	0.03%	237
2025 Q1	$292K	Hold	5,530	–	–	0.03%	214
2024 Q4	$265K	Hold	5,530	–	–	0.03%	230
2024 Q3	$316K	Hold	5,530	–	–	0.03%	209
2024 Q2	$290K	Hold	5,530	–	–	0.03%	215
2024 Q1	$302K	Hold	5,530	–	–	0.03%	240
2023 Q4	$290K	Hold	5,530	–	–	0.03%	234
2023 Q3	$273K	Hold	5,530	–	–	0.03%	232
2023 Q2	$283K	Hold	5,530	–	–	0.03%	234
2023 Q1	$273K	Hold	5,530	–	–	0.03%	246
2022 Q4	$296K	Hold	5,530	–	–	0.03%	229
2022 Q3	$283K	Hold	5,530	–	–	0.03%	213
2022 Q2	$283K	Hold	5,530	–	–	0.03%	214
2022 Q1	$313K	Hold	5,530	–	–	0.03%	222
2021 Q4	$321K	Hold	5,530	–	–	0.03%	222
2021 Q3	$283K	Hold	5,530	–	–	0.03%	212
2021 Q2	$295K	Buy	+5,530	New	+$292K	0.03%	197

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

Crescent Grove Advisors's IHF Position: Q1 2026 in Review

Crescent Grove Advisors held its iShares US Healthcare Providers ETF (IHF) position steady in Q1 2026 at 6,591 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #243.

Crescent Grove Advisors first reported a position in IHF in Q2 2021 and has held it in 20 quarters since. The position peaked at $326K in Q3 2025. 194 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

Crescent Grove Advisors held 6,591 shares of iShares US Healthcare Providers ETF worth $276K as of Q1 2026.
Crescent Grove Advisors left its iShares US Healthcare Providers ETF share count unchanged in Q1 2026.
iShares US Healthcare Providers ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #243 holding.
Crescent Grove Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2021 and has held it in 20 quarters since.
Crescent Grove Advisors's iShares US Healthcare Providers ETF position peaked at $326K in Q3 2025.
194 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.