BFC Planning, Inc.’s iShares US Healthcare Providers ETF IHF Stock Holding History

BFC Planning, Inc.’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	$97K	Buy	1,753 +4	+0.2%	+$198	﹤0.01%	1253
2026 Q1	$73.2K	Buy	1,749 +5	+0.3%	+$229	﹤0.01%	1204
2025 Q4	$83.6K	Buy	1,744 +50	+3%	+$2.45K	﹤0.01%	1172
2025 Q3	$83.6K	Sell	1,694 -2	-0.1%	-$91	0.01%	992
2025 Q2	$82.5K	Sell	1,696 -146	-8%	-$7.19K	0.01%	962
2025 Q1	$97.2K	Sell	1,842 -202	-10%	-$10.4K	0.01%	880
2024 Q4	$98.2K	Buy	+2,044	New	+$108K	0.01%	882

Other funds holding IHF

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 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

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 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 72.53% 1-Year Est. Return

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

BFC Planning, Inc.'s IHF Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Healthcare Providers ETF (IHF) stake by 0.23% in Q2 2026, buying an estimated $198 and bringing the position to 1,753 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

BFC Planning, Inc. first reported a position in IHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.2K in Q4 2024. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

BFC Planning, Inc. held 1,753 shares of iShares US Healthcare Providers ETF worth $97K as of Q2 2026.
BFC Planning, Inc. bought 4 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $198.
iShares US Healthcare Providers ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1253 holding.
BFC Planning, Inc. first reported a position in iShares US Healthcare Providers ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Healthcare Providers ETF position peaked at $98.2K in Q4 2024.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.