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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
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

SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Phoenix Financial's IHF Position: Q1 2026 in Review

Phoenix Financial increased its iShares US Healthcare Providers ETF (IHF) stake by 3,775% in Q1 2026, buying an estimated $45.8M and bringing the position to 1,025,353 shares worth $42.9M. The position accounts for 0.41% of the portfolio, ranked #50.

Phoenix Financial first reported a position in IHF in Q3 2019 and has held it in 26 quarters since. The position peaked at $75.3M in Q3 2022. 193 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

  • Phoenix Financial held 1,025,353 shares of iShares US Healthcare Providers ETF worth $42.9M as of Q1 2026.
  • Phoenix Financial bought 998,890 iShares US Healthcare Providers ETF shares in Q1 2026, an estimated $45.8M.
  • iShares US Healthcare Providers ETF made up 0.41% of Phoenix Financial's portfolio in Q1 2026, its #50 holding.
  • Phoenix Financial first reported a position in iShares US Healthcare Providers ETF in Q3 2019 and has held it in 26 quarters since.
  • Phoenix Financial's iShares US Healthcare Providers ETF position peaked at $75.3M in Q3 2022.
  • 193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.