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Dumont & Blake Investment Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Dumont & Blake Investment 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 		$638K Sell
15,251
-384
-2% -$17.6K 0.16% 130
2025
Q4 		$750K Sell
15,635
-144
-0.9% -$7.06K 0.18% 119
2025
Q3 		$779K Sell
15,779
-74
-0.5% -$3.38K 0.19% 116
2025
Q2 		$771K Sell
15,853
-43
-0.3% -$2.12K 0.2% 113
2025
Q1 		$839K Sell
15,896
-21
-0.1% -$1.08K 0.24% 105
2024
Q4 		$764K Sell
15,917
-264
-2% -$13.9K 0.21% 112
2024
Q3 		$924K Sell
16,181
-16,352
-50% -$913K 0.25% 98
2024
Q2 		$1.71M Buy
32,533
+16,132
+98% +$843K 0.24% 101
2024
Q1 		$895K Sell
16,401
-229
-1% -$12.2K 0.26% 96
2023
Q4 		$873K Sell
16,630
-295
-2% -$15K 0.27% 94
2023
Q3 		$833K Sell
16,925
-150
-0.9% -$7.61K 0.28% 90
2023
Q2 		$874K Sell
17,075
-190
-1% -$9.61K 0.28% 93
2023
Q1 		$854K Sell
17,265
-80
-0.5% -$4.11K 0.29% 89
2022
Q4 		$929K Sell
17,345
-155
-0.9% -$8.33K 0.33% 80
2022
Q3 		$894K Sell
17,500
-290
-2% -$15.7K 0.33% 82
2022
Q2 		$909K Buy
17,790
+50
+0.3% +$2.66K 0.3% 90
2022
Q1 		$1M Buy
17,740
+250
+1% +$13.7K 0.27% 96
2021
Q4 		$1.01M Buy
17,490
+125
+0.7% +$6.82K 0.26% 104
2021
Q3 		$888K Buy
17,365
+160
+0.9% +$8.53K 0.25% 103
2021
Q2 		$917K Sell
17,205
-160
-0.9% -$8.45K 0.26% 102
2021
Q1 		$875K Buy
17,365
+325
+2% +$15.9K 0.27% 104
2020
Q4 		$800K Buy
17,040
+325
+2% +$14.4K 0.27% 101
2020
Q3 		$675K Buy
16,715
+745
+5% +$30.1K 0.26% 104
2020
Q2 		$616K Buy
15,970
+400
+3% +$15.1K 0.26% 103
2020
Q1 		$519K Sell
15,570
-675
-4% -$25.5K 0.27% 100
2019
Q4 		$652K Buy
16,245
+400
+3% +$14.7K 0.26% 111
2019
Q3 		$512K Buy
15,845
+700
+5% +$24.1K 0.22% 117
2019
Q2 		$519K Buy
15,145
+25
+0.2% +$832 0.22% 115
2019
Q1 		$508K Buy
15,120
+35
+0.2% +$1.22K 0.22% 115
2018
Q4 		$498K Buy
+15,085
New +$572K 0.23% 113

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 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

Dumont & Blake Investment Advisors's IHF Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its iShares US Healthcare Providers ETF (IHF) stake by 2.5% in Q1 2026, selling an estimated $17.6K and leaving 15,251 shares worth $638K. The position accounts for 0.16% of the portfolio, ranked #130.

Dumont & Blake Investment Advisors first reported a position in IHF in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.71M in Q2 2024. 193 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

  • Dumont & Blake Investment Advisors held 15,251 shares of iShares US Healthcare Providers ETF worth $638K as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 384 iShares US Healthcare Providers ETF shares in Q1 2026, an estimated $17.6K.
  • iShares US Healthcare Providers ETF made up 0.16% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • Dumont & Blake Investment Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and has held it in 30 quarters since.
  • Dumont & Blake Investment Advisors's iShares US Healthcare Providers ETF position peaked at $1.71M in Q2 2024.
  • 193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.