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HighMark Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

HighMark Wealth Management’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 		$55.3K Sell
1,000
-509
-34% -$25.2K 0.02% 161
2026
Q1 		$63.2K Buy
1,509
+2
+0.1% +$92 0.03% 143
2025
Q4 		$72.3K Buy
1,507
+3
+0.2% +$147 0.03% 131
2025
Q3 		$74.3K Buy
1,504
+1
+0.1% +$46 0.03% 133
2025
Q2 		$73.1K Buy
1,503
+1
+0.1% +$49 0.04% 131
2025
Q1 		$79.3K Buy
1,502
+1
+0.1% +$51 0.05% 103
2024
Q4 		$72K Buy
1,501
+1
+0.1% +$53 0.04% 103
2024
Q3 		$85.6K Buy
1,500
+2
+0.1% +$112 0.05% 114
2024
Q2 		$78.5K Buy
1,498
+501
+50% +$26.2K 0.05% 112
2024
Q1 		$54.4K Buy
997
+2
+0.2% +$106 0.03% 129
2023
Q4 		$52.4K Buy
995
+50
+5% +$2.53K 0.04% 125
2023
Q3 		$46.6K Hold
945
– – 0.04% 119
2023
Q2 		$48.4K Hold
945
– – 0.04% 120
2023
Q1 		$46.8K Buy
945
+350
+59% +$18K 0.04% 141
2022
Q4 		$31.9K Hold
595
– – 0.02% 133
2022
Q3 		$30K Buy
595
+125
+27% +$6.78K 0.03% 127
2022
Q2 		$24K Buy
470
+85
+22% +$4.53K 0.02% 144
2022
Q1 		$22K Hold
385
– – 0.01% 169
2021
Q4 		$22K Hold
385
– – 0.01% 171
2021
Q3 		$38K Sell
385
-270
-41% -$14.4K 0.03% 134
2021
Q2 		$35K Hold
655
– – 0.03% 142
2021
Q1 		$33K Hold
655
– – 0.03% 131
2020
Q4 		$31K Hold
655
– – 0.03% 131
2020
Q3 		$26K Hold
655
– – 0.02% 144
2020
Q2 		$25K Buy
655
+30
+5% +$1.13K 0.03% 120
2020
Q1 		$20K Hold
625
– – 0.02% 111
2019
Q4 		$25K Buy
+625
New +$22.9K 0.03% 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

HighMark Wealth Management's IHF Position: Q2 2026 in Review

HighMark Wealth Management reduced its iShares US Healthcare Providers ETF (IHF) stake by 34% in Q2 2026, selling an estimated $25.2K and leaving 1,000 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #161.

HighMark Wealth Management first reported a position in IHF in Q4 2019 and has held it in 27 quarters since. The position peaked at $85.6K in Q3 2024. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • HighMark Wealth Management held 1,000 shares of iShares US Healthcare Providers ETF worth $55.3K as of Q2 2026.
  • HighMark Wealth Management sold 509 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $25.2K.
  • iShares US Healthcare Providers ETF made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #161 holding.
  • HighMark Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's iShares US Healthcare Providers ETF position peaked at $85.6K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

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