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Joseph P. Lucia & Associates’s iShares US Healthcare Providers ETF IHF Stock Holding History

Joseph P. Lucia & Associates’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 		$233K Buy
+4,220
New +$209K 0.07% 168
2026
Q1 		– Sell
-4,220
Closed -$202K – 174
2025
Q4 		$202K Hold
4,220
– – 0.07% 159
2025
Q3 		$208K Hold
4,220
– – 0.08% 150
2025
Q2 		$205K Sell
4,220
-225
-5% -$11.1K 0.08% 145
2025
Q1 		$235K Hold
4,445
– – 0.11% 123
2024
Q4 		$213K Hold
4,445
– – 0.09% 126
2024
Q3 		$254K Hold
4,445
– – 0.12% 109
2024
Q2 		$233K Hold
4,445
– – 0.12% 107
2024
Q1 		$242K Buy
4,445
+20
+0.5% +$1.06K 0.13% 105
2023
Q4 		$232K Sell
4,425
-200
-4% -$10.1K 0.14% 101
2023
Q3 		$228K Hold
4,625
– – 0.16% 97
2023
Q2 		$237K Hold
4,625
– – 0.16% 98
2023
Q1 		$229K Hold
4,625
– – 0.16% 106
2022
Q4 		$248K Sell
4,625
-390
-8% -$21K 0.19% 97
2022
Q3 		$256K Buy
5,015
+225
+5% +$12.2K 0.2% 90
2022
Q2 		$245K Hold
4,790
– – 0.17% 89
2022
Q1 		$271K Hold
4,790
– – 0.16% 95
2021
Q4 		$278K Sell
4,790
-175
-4% -$9.55K 0.18% 100
2021
Q3 		$254K Sell
4,965
-200
-4% -$10.7K 0.15% 114
2021
Q2 		$275K Hold
5,165
– – 0.16% 109
2021
Q1 		$260K Sell
5,165
-160
-3% -$7.82K 0.12% 104
2020
Q4 		$250K Hold
5,325
– – 0.17% 93
2020
Q3 		$215K Hold
5,325
– – 0.2% 86
2020
Q2 		$206K Buy
5,325
+50
+0.9% +$1.88K 0.19% 85
2020
Q1 		$176K Hold
5,275
– – 0.2% 89
2019
Q4 		$212K Buy
5,275
+425
+9% +$15.6K 0.19% 92
2019
Q3 		$157K Buy
4,850
+400
+9% +$13.8K 0.16% 99
2019
Q2 		$153K Sell
4,450
-175
-4% -$5.82K 0.16% 98
2019
Q1 		$158K Buy
+4,625
New +$161K 0.27% 63

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

Joseph P. Lucia & Associates's IHF Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 4,220 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #168 among its holdings. This is a return to the name: Joseph P. Lucia & Associates previously reported a position in IHF as recently as Q4 2025.

Joseph P. Lucia & Associates first reported a position in IHF in Q1 2019 and has held it in 29 quarters since. The position peaked at $278K in Q4 2021. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Joseph P. Lucia & Associates held 4,220 shares of iShares US Healthcare Providers ETF worth $233K as of Q2 2026.
  • iShares US Healthcare Providers ETF was a new Joseph P. Lucia & Associates position in Q2 2026.
  • iShares US Healthcare Providers ETF made up 0.07% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #168 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares US Healthcare Providers ETF in Q1 2019 and has held it in 29 quarters since.
  • Joseph P. Lucia & Associates's iShares US Healthcare Providers ETF position peaked at $278K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.