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

Institute for 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 		$126K Buy
+2,280
New +$113K 0.01% 627
2020
Q1 		– Sell
-1,850
Closed -$74K – 518
2019
Q4 		$74K Buy
+1,850
New +$67.9K 0.02% 492

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

Institute for Wealth Management's IHF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 2,280 shares worth $126K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IHF as recently as Q4 2019.

Institute for Wealth Management first reported a position in IHF in Q4 2019 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Institute for Wealth Management held 2,280 shares of iShares US Healthcare Providers ETF worth $126K as of Q2 2026.
  • iShares US Healthcare Providers ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares US Healthcare Providers ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Institute for Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.