N.E.W. Advisory Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

N.E.W. 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	$102K	Hold	1,845	–	–	0.01%	289
2026 Q1	$77.2K	Hold	1,845	–	–	0.01%	315
2025 Q4	$88.5K	Hold	1,845	–	–	0.01%	294
2025 Q3	$91.1K	Hold	1,845	–	–	0.01%	255
2025 Q2	$89.8K	Hold	1,845	–	–	0.01%	250
2025 Q1	$97.4K	Buy	+1,845	New	+$94.8K	0.01%	282

Other funds holding IHF

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

EPA

Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

N.E.W. Advisory Services's IHF Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 1,845 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #289.

N.E.W. Advisory Services first reported a position in IHF in Q1 2025 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

N.E.W. Advisory Services held 1,845 shares of iShares US Healthcare Providers ETF worth $102K as of Q2 2026.
N.E.W. Advisory Services left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
iShares US Healthcare Providers ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #289 holding.
N.E.W. Advisory Services first reported a position in iShares US Healthcare Providers ETF in Q1 2025 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.