EP Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

EP Wealth 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 Q2	$161K	Buy	+2,910	New	+$144K	﹤0.01%	1569
2025 Q2	$189K	Buy	3,875 +125	+3%	+$6.16K	﹤0.01%	1270
2025 Q1	$198K	Hold	3,750	–	–	﹤0.01%	1139
2024 Q4	$180K	Sell	3,750 -115	-3%	-$6.07K	﹤0.01%	1107
2024 Q3	$221K	Hold	3,865	–	–	﹤0.01%	994
2024 Q2	$203K	Sell	3,865 -175	-4%	-$9.15K	﹤0.01%	757
2024 Q1	$220K	Sell	4,040 -360	-8%	-$19.1K	﹤0.01%	710
2023 Q4	$231K	Sell	4,400 -100	-2%	-$5.07K	﹤0.01%	682
2023 Q3	$221K	Sell	4,500 -98,635	-96%	-$5.01M	﹤0.01%	637
2023 Q2	$232K	Buy	103,135 +93,205	+939%	+$4.71M	﹤0.01%	620
2023 Q1	$605K	Buy	9,930 +5,290	+114%	+$272K	0.01%	381
2022 Q4	$248K	Buy	+4,640	New	+$249K	﹤0.01%	505

Other funds holding IHF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EP Wealth Advisors's IHF Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 2,910 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IHF as recently as Q2 2025.

EP Wealth Advisors first reported a position in IHF in Q4 2022 and has held it in 12 quarters since. The position peaked at $605K in Q1 2023. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

EP Wealth Advisors held 2,910 shares of iShares US Healthcare Providers ETF worth $161K as of Q2 2026.
iShares US Healthcare Providers ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Healthcare Providers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1569 holding.
EP Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and has held it in 12 quarters since.
EP Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $605K in Q1 2023.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.