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 Q3	$4.65M	Sell	84,646 -13,452	-14%	-$763K	2.5%	12
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Robinson Value Management San Antonio, Texas $183M AUM 16.72% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Dumont & Blake Investment Advisors Princeton, New Jersey $398M AUM 22.72% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.71B AUM 60.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Sage Advisory Services's IHF Position: Q3 2026 in Review

Sage Advisory Services reduced its iShares US Healthcare Providers ETF (IHF) stake by 14% in Q3 2026, selling an estimated $763K and leaving 84,646 shares worth $4.65M. The position accounts for 2.5% of the portfolio, ranked #12.

Sage Advisory Services first reported a position in IHF in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.43M in Q2 2026. 64 funds tracked by Wall St. Rank hold IHF as of Q3 2026.

Sage Advisory Services held 84,646 shares of iShares US Healthcare Providers ETF worth $4.65M as of Q3 2026.
Sage Advisory Services sold 13,452 iShares US Healthcare Providers ETF shares in Q3 2026, an estimated $763K.
iShares US Healthcare Providers ETF made up 2.5% of Sage Advisory Services's portfolio in Q3 2026, its #12 holding.
Sage Advisory Services first reported a position in iShares US Healthcare Providers ETF in Q3 2025 and has held it in 5 quarters since.
Sage Advisory Services's iShares US Healthcare Providers ETF position peaked at $5.43M in Q2 2026.
64 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.