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Phoenix Financial’s iShares US Healthcare Providers ETF IHF Stock Holding History

Phoenix Financial’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 		$56.7M Hold
1,025,353
– – 0.39% 55
2026
Q1 		$42.9M Buy
1,025,353
+998,890
+3,775% +$45.8M 0.41% 50
2025
Q4 		$1.27M Hold
26,463
– – 0.01% 215
2025
Q3 		$1.31M Hold
26,463
– – 0.02% 211
2025
Q2 		$1.29M Sell
26,463
-29,899
-53% -$1.47M 0.02% 214
2025
Q1 		$2.98M Sell
56,362
-13,000
-19% -$668K 0.05% 157
2024
Q4 		$3.33M Hold
69,362
– – 0.05% 160
2024
Q3 		$3.96M Sell
69,362
-192
-0.3% -$10.7K 0.06% 153
2024
Q2 		$3.65M Buy
69,554
+15,035
+28% +$786K 0.06% 159
2024
Q1 		$2.97M Sell
54,519
-13,766
-20% -$731K 0.04% 167
2023
Q4 		$3.59M Sell
68,285
-26,565
-28% -$1.35M 0.06% 144
2023
Q3 		$4.67M Sell
94,850
-955,150
-91% -$48.5M 0.09% 109
2023
Q2 		$53.7M Buy
1,050,000
+966,370
+1,156% +$48.9M 1.1% 26
2023
Q1 		$4.13M Sell
83,630
-5,950
-7% -$306K 0.09% 100
2022
Q4 		$4.8M Sell
89,580
-1,363,640
-94% -$73.3M 0.09% 89
2022
Q3 		$75.3M Buy
1,453,220
+1,365,695
+1,560% +$74M 1.66% 17
2022
Q2 		$4.47M Sell
87,525
-1,110
-1% -$59.1K 0.09% 120
2022
Q1 		$5.01M Buy
88,635
+67,235
+314% +$3.69M 0.08% 136
2021
Q4 		$1.24M Hold
21,400
– – 0.02% 231
2021
Q3 		$1.09M Buy
+21,400
New +$1.14M 0.02% 266
2021
Q2 		– Sell
-425,500
Closed -$21.4M – 355
2021
Q1 		$21.4M Sell
425,500
-254,800
-37% -$12.5M 0.48% 68
2020
Q4 		$31.9M Buy
680,300
+203,950
+43% +$9.05M 0.85% 38
2020
Q3 		$18.1M Sell
476,350
-136,000
-22% -$5.5M 0.76% 49
2020
Q2 		$22.4M Sell
612,350
-317,315
-34% -$12M 0.95% 37
2020
Q1 		$30.3M Buy
929,665
+16,450
+2% +$622K 1.53% 11
2019
Q4 		$36.4M Sell
913,215
-27,795
-3% -$1.02M 1.52% 14
2019
Q3 		$29.1M Buy
+941,010
New +$32.4M 1.38% 19

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
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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Phoenix Financial's IHF Position: Q2 2026 in Review

Phoenix Financial held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 1,025,353 shares worth $56.7M. The position accounts for 0.39% of the portfolio, ranked #55.

Phoenix Financial first reported a position in IHF in Q3 2019 and has held it in 27 quarters since. The position peaked at $75.3M in Q3 2022. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Phoenix Financial held 1,025,353 shares of iShares US Healthcare Providers ETF worth $56.7M as of Q2 2026.
  • Phoenix Financial left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
  • iShares US Healthcare Providers ETF made up 0.39% of Phoenix Financial's portfolio in Q2 2026, its #55 holding.
  • Phoenix Financial first reported a position in iShares US Healthcare Providers ETF in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's iShares US Healthcare Providers ETF position peaked at $75.3M in Q3 2022.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.