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Dakota Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Dakota Wealth 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
Q2 		$260K Buy
+4,705
New +$233K 0.01% 697
2026
Q1 		– Sell
-4,735
Closed -$227K – 801
2025
Q4 		$227K Buy
4,735
+520
+12% +$25.5K ﹤0.01% 711
2025
Q3 		$208K Hold
4,215
– – ﹤0.01% 619
2025
Q2 		$205K Hold
4,215
– – ﹤0.01% 727
2025
Q1 		$223K Hold
4,215
– – 0.01% 694
2024
Q4 		$202K Sell
4,215
-1,410
-25% -$74.4K ﹤0.01% 711
2024
Q3 		$321K Hold
5,625
– – 0.01% 580
2024
Q2 		$295K Hold
5,625
– – 0.01% 587
2024
Q1 		$307K Buy
+5,625
New +$299K 0.01% 579
2022
Q4 		– Sell
-4,545
Closed -$232K – 615
2022
Q3 		$232K Sell
4,545
-1,880
-29% -$102K 0.02% 468
2022
Q2 		$328K Sell
6,425
-1,395
-18% -$74.3K 0.03% 359
2022
Q1 		$442K Hold
7,820
– – 0.04% 305
2021
Q4 		$454K Sell
7,820
-110
-1% -$6K 0.05% 249
2021
Q3 		$406K Hold
7,930
– – 0.05% 256
2021
Q2 		$423K Hold
7,930
– – 0.05% 244
2021
Q1 		$399K Hold
7,930
– – 0.05% 236
2020
Q4 		$372K Hold
7,930
– – 0.05% 231
2020
Q3 		$320K Hold
7,930
– – 0.05% 221
2020
Q2 		$306K Hold
7,930
– – 0.05% 215
2020
Q1 		$264K Hold
7,930
– – 0.06% 213
2019
Q4 		$318K Sell
7,930
-1,190
-13% -$43.7K 0.05% 237
2019
Q3 		$295K Sell
9,120
-815
-8% -$28K 0.05% 237
2019
Q2 		$341K Hold
9,935
– – 0.07% 210
2019
Q1 		$334K Sell
9,935
-515
-5% -$17.9K 0.07% 224
2018
Q4 		$418K Hold
10,450
– – 0.09% 175
2018
Q3 		$418K Buy
10,450
+350
+3% +$13.3K 0.09% 170
2018
Q2 		$355K Sell
10,100
-480
-5% -$16.3K 0.1% 152
2018
Q1 		$334K Sell
10,580
-125
-1% -$4.06K 0.17% 60
2017
Q4 		$336K Sell
10,705
-150
-1% -$4.51K 0.18% 55
2017
Q3 		$321K Sell
10,855
-230
-2% -$6.74K 0.17% 52
2017
Q2 		$329K Sell
11,085
-1,610
-13% -$45.3K 0.18% 52
2017
Q1 		$340K Sell
12,695
-760
-6% -$20.1K 0.2% 50
2016
Q4 		$337K Sell
13,455
-100
-0.7% -$2.46K 0.22% 42
2016
Q3 		$336K Sell
13,555
-600
-4% -$15.1K 0.22% 41
2016
Q2 		$361K Sell
14,155
-2,015
-12% -$50.5K 0.24% 40
2016
Q1 		$394K Sell
16,170
-620
-4% -$14.4K 0.28% 36
2015
Q4 		$418K Sell
16,790
-450
-3% -$11.2K 0.28% 36
2015
Q3 		$427K Sell
17,240
-435
-2% -$11.9K 0.29% 36
2015
Q2 		$505K Sell
17,675
-845
-5% -$22.9K 0.31% 37
2015
Q1 		$493K Sell
18,520
-190
-1% -$4.74K 0.29% 38
2014
Q4 		$443K Buy
+18,710
New +$421K 0.28% 41

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

Dakota Wealth Management's IHF Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 4,705 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in IHF as recently as Q4 2025.

Dakota Wealth Management first reported a position in IHF in Q4 2014 and has held it in 41 quarters since. The position peaked at $505K in Q2 2015. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Dakota Wealth Management held 4,705 shares of iShares US Healthcare Providers ETF worth $260K as of Q2 2026.
  • iShares US Healthcare Providers ETF was a new Dakota Wealth Management position in Q2 2026.
  • iShares US Healthcare Providers ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #697 holding.
  • Dakota Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2014 and has held it in 41 quarters since.
  • Dakota Wealth Management's iShares US Healthcare Providers ETF position peaked at $505K in Q2 2015.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.