Private Trust Company’s iShares US Healthcare Providers ETF IHF Stock Holding History

Private Trust Company’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	$51.2K	Hold	925	–	–	﹤0.01%	1357
2026 Q1	$38.7K	Hold	925	–	–	﹤0.01%	1417
2025 Q4	$44.3K	Hold	925	–	–	﹤0.01%	1340
2025 Q3	$45.7K	Hold	925	–	–	﹤0.01%	1301
2025 Q2	$45K	Hold	925	–	–	﹤0.01%	1258
2025 Q1	$48.8K	Hold	925	–	–	0.01%	1209
2024 Q4	$44.4K	Hold	925	–	–	﹤0.01%	1213
2024 Q3	$52.8K	Hold	925	–	–	0.01%	1119
2024 Q2	$48.5K	Sell	925 -215	-19%	-$11.2K	0.01%	1131
2024 Q1	$62.2K	Buy	1,140 +625	+121%	+$33.2K	0.01%	1027
2023 Q4	$27K	Buy	+515	New	+$26.1K	﹤0.01%	1291
2023 Q3	–	Sell	-3,700	Closed	-$189K	–	2349
2023 Q2	$189K	Hold	3,700	–	–	0.02%	579
2023 Q1	$183K	Sell	3,700 -40	-1%	-$2.05K	0.02%	565
2022 Q4	$200K	Buy	3,740 +1,655	+79%	+$88.9K	0.03%	509
2022 Q3	$107K	Hold	2,085	–	–	0.02%	650
2022 Q2	$107K	Buy	+2,085	New	+$111K	0.02%	666

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

Private Trust Company's IHF Position: Q2 2026 in Review

Private Trust Company held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 925 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Private Trust Company first reported a position in IHF in Q2 2022 and has held it in 16 quarters since. The position peaked at $200K in Q4 2022. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Private Trust Company held 925 shares of iShares US Healthcare Providers ETF worth $51.2K as of Q2 2026.
Private Trust Company left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
iShares US Healthcare Providers ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1357 holding.
Private Trust Company first reported a position in iShares US Healthcare Providers ETF in Q2 2022 and has held it in 16 quarters since.
Private Trust Company's iShares US Healthcare Providers ETF position peaked at $200K in Q4 2022.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.