Jones Financial Companies’s iShares US Healthcare Providers ETF IHF Stock Holding History

Jones Financial Companies’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	$1.48M	Sell	26,591 -895	-3%	-$44.3K	﹤0.01%	1698
2026 Q1	$1.13M	Sell	27,486 -352	-1%	-$16.1K	﹤0.01%	1668
2025 Q4	$1.33M	Sell	27,838 -1,605	-5%	-$78.7K	﹤0.01%	1118
2025 Q3	$1.45M	Sell	29,443 -4,597	-14%	-$210K	﹤0.01%	986
2025 Q2	$1.64M	Buy	34,040 +7,723	+29%	+$380K	﹤0.01%	819
2025 Q1	$1.38M	Buy	26,317 +1,814	+7%	+$93.2K	﹤0.01%	752
2024 Q4	$1.18M	Buy	24,503 +5,979	+32%	+$316K	﹤0.01%	700
2024 Q3	$1.05M	Buy	18,524 +5,878	+46%	+$328K	﹤0.01%	597
2024 Q2	$663K	Buy	12,646 +6,440	+104%	+$337K	﹤0.01%	495
2024 Q1	$338K	Buy	6,206 +11	+0.2%	+$584	﹤0.01%	382
2023 Q4	$325K	Buy	+6,195	New	+$314K	﹤0.01%	272

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

Jones Financial Companies's IHF Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares US Healthcare Providers ETF (IHF) stake by 3.3% in Q2 2026, selling an estimated $44.3K and leaving 26,591 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Jones Financial Companies first reported a position in IHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q2 2025. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Jones Financial Companies held 26,591 shares of iShares US Healthcare Providers ETF worth $1.48M as of Q2 2026.
Jones Financial Companies sold 895 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $44.3K.
iShares US Healthcare Providers ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1698 holding.
Jones Financial Companies first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and has held it in 11 quarters since.
Jones Financial Companies's iShares US Healthcare Providers ETF position peaked at $1.64M in Q2 2025.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.