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HBK Sorce Advisory’s iShares US Healthcare Providers ETF IHF Stock Holding History

HBK Sorce Advisory’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 		$291K Sell
5,150
-19
-0.4% -$940 0.01% 513
2026
Q1 		$258K Sell
5,169
-460
-8% -$21.1K 0.01% 527
2025
Q4 		$254K Sell
5,629
-122
-2% -$5.98K 0.01% 519
2025
Q3 		$290K Sell
5,751
-83
-1% -$3.79K 0.01% 483
2025
Q2 		$284K Sell
5,834
-652
-10% -$32.1K 0.01% 472
2025
Q1 		$342K Sell
6,486
-594
-8% -$30.5K 0.01% 422
2024
Q4 		$340K Sell
7,080
-609
-8% -$32.1K 0.01% 420
2024
Q3 		$439K Sell
7,689
-131
-2% -$7.31K 0.01% 363
2024
Q2 		$410K Sell
7,820
-556
-7% -$29.1K 0.01% 368
2024
Q1 		$457K Sell
8,376
-3,249
-28% -$173K 0.02% 356
2023
Q4 		$610K Sell
11,625
-720
-6% -$36.5K 0.02% 285
2023
Q3 		$608K Sell
12,345
-195
-2% -$9.9K 0.03% 278
2023
Q2 		$641K Sell
12,540
-240
-2% -$12.1K 0.03% 277
2023
Q1 		$632K Sell
12,780
-14,390
-53% -$739K 0.03% 287
2022
Q4 		$1.46M Sell
27,170
-25,455
-48% -$1.37M 0.04% 222
2022
Q3 		$2.69M Sell
52,625
-1,985
-4% -$108K 0.18% 89
2022
Q2 		$2.79M Sell
54,610
-620
-1% -$33K 0.21% 72
2022
Q1 		$3.13M Sell
55,230
-495
-0.9% -$27.2K 0.17% 94
2021
Q4 		$3.24M Buy
55,725
+1,465
+3% +$79.9K 0.16% 94
2021
Q3 		$2.78M Buy
54,260
+1,505
+3% +$80.3K 0.15% 102
2021
Q2 		$2.81M Buy
52,755
+4,875
+10% +$258K 0.16% 102
2021
Q1 		$2.41M Buy
47,880
+4,070
+9% +$199K 0.14% 108
2020
Q4 		$2.06M Buy
43,810
+985
+2% +$43.7K 0.13% 116
2020
Q3 		$1.73M Buy
42,825
+685
+2% +$27.7K 0.12% 115
2020
Q2 		$1.63M Buy
+42,140
New +$1.59M 0.12% 119

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

HBK Sorce Advisory's IHF Position: Q2 2026 in Review

HBK Sorce Advisory reduced its iShares US Healthcare Providers ETF (IHF) stake by 0.37% in Q2 2026, selling an estimated $940 and leaving 5,150 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #513.

HBK Sorce Advisory first reported a position in IHF in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.24M in Q4 2021. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • HBK Sorce Advisory held 5,150 shares of iShares US Healthcare Providers ETF worth $291K as of Q2 2026.
  • HBK Sorce Advisory sold 19 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $940.
  • iShares US Healthcare Providers ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #513 holding.
  • HBK Sorce Advisory first reported a position in iShares US Healthcare Providers ETF in Q2 2020 and has held it in 25 quarters since.
  • HBK Sorce Advisory's iShares US Healthcare Providers ETF position peaked at $3.24M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.