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Integrated Wealth Concepts’s iShares US Healthcare Providers ETF IHF Stock Holding History

Integrated Wealth Concepts’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 		$1.43M Buy
+25,794
New +$1.28M 0.01% 1010
2025
Q4 		– Sell
-4,445
Closed -$220K – 1835
2025
Q3 		$220K Buy
4,445
+200
+5% +$9.14K ﹤0.01% 1804
2025
Q2 		$207K Hold
4,245
– – ﹤0.01% 1759
2025
Q1 		$224K Buy
4,245
+1
+0% +$51 ﹤0.01% 1566
2024
Q4 		$204K Sell
4,244
-634
-13% -$33.5K ﹤0.01% 1593
2024
Q3 		$279K Buy
4,878
+2
+0% +$112 ﹤0.01% 1389
2024
Q2 		$256K Sell
4,876
-3,154
-39% -$165K ﹤0.01% 1405
2024
Q1 		$438K Buy
8,030
+640
+9% +$34K 0.01% 1109
2023
Q4 		$388K Buy
7,390
+2,515
+52% +$127K 0.01% 1114
2023
Q3 		$240K Hold
4,875
– – ﹤0.01% 1334
2023
Q2 		$249K Buy
4,875
+610
+14% +$30.8K ﹤0.01% 1318
2023
Q1 		$211K Buy
+4,265
New +$219K ﹤0.01% 1204

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

Integrated Wealth Concepts's IHF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 25,794 shares worth $1.43M. The stake represents 0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in IHF as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in IHF in Q1 2023 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Integrated Wealth Concepts held 25,794 shares of iShares US Healthcare Providers ETF worth $1.43M as of Q2 2026.
  • iShares US Healthcare Providers ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares US Healthcare Providers ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1010 holding.
  • Integrated Wealth Concepts first reported a position in iShares US Healthcare Providers ETF in Q1 2023 and has held it in 12 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

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