Level Four Advisory Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Level Four Advisory Services’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	$782K	Sell	14,136 -169	-1%	-$8.36K	0.02%	494
2026 Q1	$599K	Sell	14,305 -4	-0%	-$183	0.02%	546
2025 Q4	$686K	Sell	14,309 -1,073	-7%	-$52.6K	0.02%	495
2025 Q3	$760K	Sell	15,382 -706	-4%	-$32.3K	0.03%	461
2025 Q2	$783K	Sell	16,088 -620	-4%	-$30.5K	0.03%	431
2025 Q1	$882K	Sell	16,708 -160	-0.9%	-$8.22K	0.04%	373
2024 Q4	$810K	Sell	16,868 -280	-2%	-$14.8K	0.03%	393
2024 Q3	$892K	Buy	17,148 +11,068	+182%	+$618K	0.04%	391
2024 Q2	$319K	Buy	6,080 +4,788	+371%	+$250K	0.01%	593
2024 Q1	$339K	Sell	1,292 -5,168	-80%	-$274K	0.02%	572
2023 Q4	$339K	Sell	6,460 -145	-2%	-$7.35K	0.02%	571
2023 Q3	$325K	Buy	6,605 +40	+0.6%	+$2.03K	0.02%	555
2023 Q2	$336K	Sell	6,565 -1,270	-16%	-$64.2K	0.02%	587
2023 Q1	$387K	Sell	7,835 -175	-2%	-$8.99K	0.03%	516
2022 Q4	$429K	Buy	8,010 +1,395	+21%	+$75K	0.03%	423
2022 Q3	$338K	Hold	6,615	–	–	0.03%	401
2022 Q2	$338K	Buy	6,615 +115	+2%	+$6.13K	0.03%	426
2022 Q1	$368K	Sell	6,500 -615	-9%	-$33.7K	0.03%	476
2021 Q4	$413K	Buy	7,115 +845	+13%	+$46.1K	0.03%	448
2021 Q3	$321K	Sell	6,270 -3,870	-38%	-$206K	0.03%	379
2021 Q2	$540K	Sell	10,140 -300	-3%	-$15.8K	0.04%	382
2021 Q1	$526K	Sell	10,440 -1,665	-14%	-$81.4K	0.04%	373
2020 Q4	$568K	Hold	12,105	–	–	0.05%	347
2020 Q3	$489K	Buy	12,105 +300	+3%	+$12.1K	0.04%	352
2020 Q2	$458K	Buy	11,805 +2,495	+27%	+$94K	0.04%	379
2020 Q1	$310K	Sell	9,310 -1,165	-11%	-$44.1K	0.04%	386
2019 Q4	$421K	Buy	10,475 +80	+0.8%	+$2.94K	0.02%	401
2019 Q3	$337K	Buy	10,395 +10	+0.1%	+$344	0.03%	377
2019 Q2	$356K	Hold	10,385	–	–	0.04%	382
2019 Q1	$349K	Buy	10,385 +3,480	+50%	+$121K	0.04%	374
2018 Q4	$228K	Buy	6,905 +65	+1%	+$2.46K	0.03%	454
2018 Q3	$273K	Sell	6,840 -3,030	-31%	-$115K	0.03%	481
2018 Q2	$347K	Hold	9,870	–	–	0.03%	446
2018 Q1	$312K	Sell	9,870 -75	-0.8%	-$2.44K	0.02%	435
2017 Q4	$312K	Sell	9,945 -890	-8%	-$26.8K	0.02%	449
2017 Q3	$320K	Buy	10,835 +475	+5%	+$13.9K	0.03%	407
2017 Q2	$277K	Sell	10,360 -900	-8%	-$25.3K	0.04%	393
2017 Q1	$301K	Sell	11,260 -2,980	-21%	-$78.9K	0.03%	413
2016 Q4	$357K	Buy	+14,240	New	+$351K	0.05%	337

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

Level Four Advisory Services's IHF Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares US Healthcare Providers ETF (IHF) stake by 1.2% in Q2 2026, selling an estimated $8.36K and leaving 14,136 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #494.

Level Four Advisory Services first reported a position in IHF in Q4 2016 and has held it in 39 quarters since. The position peaked at $892K in Q3 2024. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Level Four Advisory Services held 14,136 shares of iShares US Healthcare Providers ETF worth $782K as of Q2 2026.
Level Four Advisory Services sold 169 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $8.36K.
iShares US Healthcare Providers ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #494 holding.
Level Four Advisory Services first reported a position in iShares US Healthcare Providers ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's iShares US Healthcare Providers ETF position peaked at $892K in Q3 2024.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.