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Sage Advisory Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Sage Advisory Services’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 		$5.43M Sell
98,098
-6,606
-6% -$327K 2.67% 10
2026
Q1 		$4.38M Buy
104,704
+10,548
+11% +$483K 2.4% 14
2025
Q4 		$4.51M Buy
94,156
+235
+0.3% +$11.5K 2.46% 15
2025
Q3 		$4.64M Buy
+93,921
New +$4.29M 2.43% 17

Other funds holding IHF

SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Sage Advisory Services's IHF Position: Q2 2026 in Review

Sage Advisory Services reduced its iShares US Healthcare Providers ETF (IHF) stake by 6.3% in Q2 2026, selling an estimated $327K and leaving 98,098 shares worth $5.43M. The position accounts for 2.67% of the portfolio, ranked #10.

Sage Advisory Services first reported a position in IHF in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Sage Advisory Services held 98,098 shares of iShares US Healthcare Providers ETF worth $5.43M as of Q2 2026.
  • Sage Advisory Services sold 6,606 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $327K.
  • iShares US Healthcare Providers ETF made up 2.67% of Sage Advisory Services's portfolio in Q2 2026, its #10 holding.
  • Sage Advisory Services first reported a position in iShares US Healthcare Providers ETF in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.