Primoris Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Primoris Wealth Advisors’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	$249K	Buy	+4,500	New	+$223K	0.11%	110
2026 Q1	–	Sell	-4,500	Closed	-$216K	–	107
2025 Q4	$216K	Hold	4,500	–	–	0.13%	103
2025 Q3	$222K	Sell	4,500 -750	-14%	-$34.3K	0.14%	96
2025 Q2	$255K	Hold	5,250	–	–	0.17%	84
2025 Q1	$277K	Sell	5,250 -250	-5%	-$12.8K	0.21%	77
2024 Q4	$264K	Hold	5,500	–	–	0.2%	78
2024 Q3	$314K	Hold	5,500	–	–	0.23%	82
2024 Q2	$288K	Hold	5,500	–	–	0.23%	83
2024 Q1	$300K	Hold	5,500	–	–	0.24%	77
2023 Q4	$289K	Hold	5,500	–	–	0.27%	73
2023 Q3	$271K	Hold	5,500	–	–	0.33%	58
2023 Q2	$281K	Hold	5,500	–	–	0.31%	56
2023 Q1	$272K	Hold	5,500	–	–	0.33%	53
2022 Q4	$294K	Hold	5,500	–	–	0.45%	46
2022 Q3	$282K	Hold	5,500	–	–	0.5%	47
2022 Q2	$282K	Hold	5,500	–	–	0.41%	56
2022 Q1	$310K	Hold	5,500	–	–	0.29%	55
2021 Q4	$320K	Buy	+5,500	New	+$300K	0.26%	65

Other funds holding IHF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Primoris Wealth Advisors's IHF Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 4,500 shares worth $249K. The stake represents 0.11% of the portfolio and ranks #110 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in IHF as recently as Q4 2025.

Primoris Wealth Advisors first reported a position in IHF in Q4 2021 and has held it in 18 quarters since. The position peaked at $320K in Q4 2021. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Primoris Wealth Advisors held 4,500 shares of iShares US Healthcare Providers ETF worth $249K as of Q2 2026.
iShares US Healthcare Providers ETF was a new Primoris Wealth Advisors position in Q2 2026.
iShares US Healthcare Providers ETF made up 0.11% of Primoris Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Primoris Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and has held it in 18 quarters since.
Primoris Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $320K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.