Grimes & Company’s iShares US Healthcare Providers ETF IHF Stock Holding History

Grimes & Company’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	$375K	Sell	6,778 -1,299	-16%	-$64.3K	0.01%	348
2026 Q1	$338K	Sell	8,077 -1,847	-19%	-$84.6K	0.01%	344
2025 Q4	$476K	Sell	9,924 -2,683	-21%	-$131K	0.01%	318
2025 Q3	$623K	Sell	12,607 -5,743	-31%	-$262K	0.02%	282
2025 Q2	$893K	Buy	18,350 +11,719	+177%	+$577K	0.02%	220
2025 Q1	$350K	Sell	6,631 -1,624	-20%	-$83.5K	0.01%	276
2024 Q4	$396K	Buy	+8,255	New	+$436K	0.01%	276
2022 Q1	–	Sell	-8,050	Closed	-$467K	–	308
2021 Q4	$467K	Hold	8,050	–	–	0.02%	205
2021 Q3	$412K	Hold	8,050	–	–	0.02%	211
2021 Q2	$429K	Hold	8,050	–	–	0.02%	208
2021 Q1	$405K	Hold	8,050	–	–	0.02%	205
2020 Q4	$378K	Buy	+8,050	New	+$357K	0.02%	204

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

Grimes & Company's IHF Position: Q2 2026 in Review

Grimes & Company reduced its iShares US Healthcare Providers ETF (IHF) stake by 16% in Q2 2026, selling an estimated $64.3K and leaving 6,778 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #348.

Grimes & Company first reported a position in IHF in Q4 2020 and has held it in 12 quarters since. The position peaked at $893K in Q2 2025. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Grimes & Company held 6,778 shares of iShares US Healthcare Providers ETF worth $375K as of Q2 2026.
Grimes & Company sold 1,299 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $64.3K.
iShares US Healthcare Providers ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #348 holding.
Grimes & Company first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and has held it in 12 quarters since.
Grimes & Company's iShares US Healthcare Providers ETF position peaked at $893K in Q2 2025.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.