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Sather Financial Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Sather Financial 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
Q2 		$59.2M Buy
1,069,109
+51,694
+5% +$2.56M 3.4% 10
2026
Q1 		$42.6M Buy
1,017,415
+108,457
+12% +$4.97M 2.62% 16
2025
Q4 		$43.6M Buy
908,958
+50,946
+6% +$2.5M 2.34% 19
2025
Q3 		$42.4M Buy
+858,012
New +$39.2M 2.3% 19

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

Sather Financial Group's IHF Position: Q2 2026 in Review

Sather Financial Group increased its iShares US Healthcare Providers ETF (IHF) stake by 5.1% in Q2 2026, buying an estimated $2.56M and bringing the position to 1,069,109 shares worth $59.2M. The position accounts for 3.4% of the portfolio, ranked #10.

Sather Financial Group first reported a position in IHF in Q3 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Sather Financial Group held 1,069,109 shares of iShares US Healthcare Providers ETF worth $59.2M as of Q2 2026.
  • Sather Financial Group bought 51,694 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $2.56M.
  • iShares US Healthcare Providers ETF made up 3.4% of Sather Financial Group's portfolio in Q2 2026, its #10 holding.
  • Sather Financial Group first reported a position in iShares US Healthcare Providers ETF in Q3 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 Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.