MAC
IHF icon

Mason & Associates (California)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Mason & Associates (California)’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 		$303K Hold
5,485
– – 0.05% 140
2026
Q1 		$225K Hold
5,485
– – 0.04% 149
2025
Q4 		$263K Sell
5,485
-522
-9% -$25.6K 0.05% 145
2025
Q3 		$297K Buy
6,007
+522
+10% +$23.9K 0.06% 110
2025
Q2 		$267K Hold
5,485
– – 0.06% 107
2025
Q1 		$290K Sell
5,485
-45,747
-89% -$2.35M 0.07% 91
2024
Q4 		$2.46M Buy
51,232
+2,654
+5% +$140K 0.58% 30
2024
Q3 		$2.77M Sell
48,578
-27,358
-36% -$1.53M 0.69% 24
2024
Q2 		$3.98M Sell
75,936
-291
-0.4% -$15.2K 1.06% 23
2024
Q1 		$4.16M Buy
76,227
+4,632
+6% +$246K 1.11% 21
2023
Q4 		$3.76M Buy
71,595
+480
+0.7% +$24.3K 1.11% 13
2023
Q3 		$3.5M Buy
71,115
+2,290
+3% +$116K 1.12% 15
2023
Q2 		$3.52M Buy
68,825
+2,415
+4% +$122K 1.04% 16
2023
Q1 		$3.28M Sell
66,410
-575
-0.9% -$29.5K 1% 16
2022
Q4 		$3.59M Sell
66,985
-735
-1% -$39.5K 1.14% 15
2022
Q3 		$3.46M Buy
67,720
+520
+0.8% +$28.2K 1.23% 17
2022
Q2 		$3.43M Sell
67,200
-84,905
-56% -$4.52M 1.21% 18
2022
Q1 		$8.61M Buy
152,105
+1,365
+0.9% +$74.9K 2.63% 12
2021
Q4 		$8.75M Buy
+150,740
New +$8.23M 2.66% 15

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

Mason & Associates (California)'s IHF Position: Q2 2026 in Review

Mason & Associates (California) held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 5,485 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #140.

Mason & Associates (California) first reported a position in IHF in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.75M in Q4 2021. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Mason & Associates (California) held 5,485 shares of iShares US Healthcare Providers ETF worth $303K as of Q2 2026.
  • Mason & Associates (California) left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
  • iShares US Healthcare Providers ETF made up 0.05% of Mason & Associates (California)'s portfolio in Q2 2026, its #140 holding.
  • Mason & Associates (California) first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s iShares US Healthcare Providers ETF position peaked at $8.75M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.