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RMG Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

RMG Wealth Management’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 		$66.2K Hold
1,159
– – 0.01% 153
2026
Q1 		$58K Buy
+1,159
New +$53.1K 0.01% 152
2025
Q4 		– Sell
-1,159
Closed -$59.2K – 447
2025
Q3 		$59.2K Hold
1,159
– – 0.01% 127
2025
Q2 		$49.5K Buy
+1,159
New +$57.1K 0.01% 134

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

RMG Wealth Management's IHF Position: Q2 2026 in Review

RMG Wealth Management held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 1,159 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #153.

RMG Wealth Management first reported a position in IHF in Q2 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • RMG Wealth Management held 1,159 shares of iShares US Healthcare Providers ETF worth $66.2K as of Q2 2026.
  • RMG Wealth Management left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
  • iShares US Healthcare Providers ETF made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #153 holding.
  • RMG Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.