Private Advisory Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Private Advisory Group’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	–	Sell	-151,112	Closed	-$7.24M	–	305
2025 Q4	$7.24M	Buy	+151,112	New	+$7.41M	0.57%	58
2022 Q4	–	Sell	-6,470	Closed	-$331K	–	211
2022 Q3	$331K	Buy	+6,470	New	+$351K	0.08%	143
2019 Q2	–	Sell	-7,270	Closed	-$240K	–	132
2019 Q1	$240K	Hold	7,270	–	–	0.13%	114
2018 Q4	$240K	Buy	+7,270	New	+$276K	0.13%	114

Other funds holding IHF

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

KWM

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Private Advisory Group's IHF Position: Q1 2026 in Review

Private Advisory Group sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2026, closing a stake of 151,112 shares — an estimated $7.24M sold.

Private Advisory Group first reported a position in IHF in Q4 2018 and held it in 4 quarters. The position peaked at $7.24M in Q4 2025. 195 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

Private Advisory Group reported no remaining iShares US Healthcare Providers ETF position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 151,112 iShares US Healthcare Providers ETF shares in Q1 2026, an estimated $7.24M.
Private Advisory Group first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 4 quarters.
Private Advisory Group's iShares US Healthcare Providers ETF position peaked at $7.24M in Q4 2025.
195 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.