Summit Wealth Group, LLC/OK’s iShares US Healthcare Providers ETF IHF Stock Holding History

Summit Wealth Group, LLC/OK’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 Q3	$399K	Sell	7,275 -3,414	-32%	-$194K	0.68%	35
2026 Q2	$591K	Sell	10,689 -600	-5%	-$29.7K	0.77%	32
2026 Q1	$472K	Sell	11,289 -783	-6%	-$35.9K	0.66%	35
2025 Q4	$579K	Buy	+12,072	New	+$592K	0.6%	38

Other funds holding IHF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Summit Wealth Group, LLC/OK's IHF Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares US Healthcare Providers ETF (IHF) stake by 32% in Q3 2026, selling an estimated $194K and leaving 7,275 shares worth $399K. The position accounts for 0.68% of the portfolio, ranked #35.

Summit Wealth Group, LLC/OK first reported a position in IHF in Q4 2025 and has held it in 4 quarters since. The position peaked at $591K in Q2 2026. 127 funds tracked by Wall St. Rank hold IHF as of Q3 2026.

Summit Wealth Group, LLC/OK held 7,275 shares of iShares US Healthcare Providers ETF worth $399K as of Q3 2026.
Summit Wealth Group, LLC/OK sold 3,414 iShares US Healthcare Providers ETF shares in Q3 2026, an estimated $194K.
iShares US Healthcare Providers ETF made up 0.68% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #35 holding.
Summit Wealth Group, LLC/OK first reported a position in iShares US Healthcare Providers ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's iShares US Healthcare Providers ETF position peaked at $591K in Q2 2026.
127 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.