CI
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CX Institutional’s iShares US Healthcare Providers ETF IHF Stock Holding History

CX Institutional’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 		– Sell
-134
Closed -$6K – 1610
2026
Q1 		$6K Sell
134
-46
-26% -$2.11K ﹤0.01% 1347
2025
Q4 		$9K Buy
180
+1
+0.6% +$49 ﹤0.01% 1209
2025
Q3 		$9K Sell
179
-6,523
-97% -$298K ﹤0.01% 1206
2025
Q2 		$326K Sell
6,702
-2,378
-26% -$117K 0.01% 483
2025
Q1 		$479K Buy
9,080
+8,480
+1,413% +$436K 0.02% 373
2024
Q4 		$28.8K Buy
+600
New +$31.7K ﹤0.01% 526
2024
Q1 		– Sell
-13,885
Closed -$729K – 556
2023
Q4 		$729K Buy
+13,885
New +$704K 0.04% 291
2023
Q3 		– Sell
-15,750
Closed -$806K – 513
2023
Q2 		$806K Buy
15,750
+935
+6% +$47.3K 0.04% 301
2023
Q1 		$750K Sell
14,815
-61,805
-81% -$3.17M 0.04% 317
2022
Q4 		$4.1M Buy
+76,620
New +$4.12M 0.25% 106
2022
Q3 		– Sell
-6,800
Closed -$348K – 786
2022
Q2 		$348K Buy
+6,800
New +$362K 0.03% 370
2021
Q4 		– Sell
-870
Closed -$45K – 612
2021
Q3 		$45K Sell
870
-41,570
-98% -$2.22M ﹤0.01% 602
2021
Q2 		$2.26M Buy
42,440
+41,600
+4,952% +$2.2M 0.19% 135
2021
Q1 		$42K Sell
840
-1,205
-59% -$58.9K ﹤0.01% 523
2020
Q4 		$96K Sell
2,045
-39,890
-95% -$1.77M 0.01% 367
2020
Q3 		$1.69M Sell
41,935
-3,280
-7% -$133K 0.18% 148
2020
Q2 		$1.75M Sell
45,215
-6,100
-12% -$230K 0.23% 121
2020
Q1 		$1.71M Buy
+51,315
New +$1.94M 0.28% 77
2019
Q2 		– Sell
-25
Closed -$1K – 971
2019
Q1 		$1K Sell
25
-25,300
-100% -$881K ﹤0.01% 749
2018
Q4 		$837K Buy
25,325
+9,810
+63% +$372K 0.18% 101
2018
Q3 		$620K Sell
15,515
-210
-1% -$7.98K 0.2% 96
2018
Q2 		$552K Buy
+15,725
New +$534K 0.2% 91

Other funds holding IHF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CX Institutional's IHF Position: Q2 2026 in Review

CX Institutional sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2026, closing a stake of 134 shares — an estimated $6K sold.

CX Institutional first reported a position in IHF in Q2 2018 and held it in 22 quarters. The position peaked at $4.1M in Q4 2022. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • CX Institutional reported no remaining iShares US Healthcare Providers ETF position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 134 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $6K.
  • CX Institutional first reported a position in iShares US Healthcare Providers ETF in Q2 2018 and held it in 22 quarters.
  • CX Institutional's iShares US Healthcare Providers ETF position peaked at $4.1M in Q4 2022.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.