SWA
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SOA Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

SOA Wealth Advisors’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
Q1 		$20.9K Hold
500
– – ﹤0.01% 497
2025
Q4 		$24K Hold
500
– – ﹤0.01% 479
2025
Q3 		$24.7K Hold
500
– – ﹤0.01% 486
2025
Q2 		$24.3K Hold
500
– – ﹤0.01% 471
2025
Q1 		$26.4K Hold
500
– – 0.01% 423
2024
Q4 		$24K Hold
500
– – ﹤0.01% 427
2024
Q3 		$28.6K Hold
500
– – 0.01% 399
2024
Q2 		$26.2K Hold
500
– – 0.01% 399
2024
Q1 		$27.3K Hold
500
– – 0.01% 394
2023
Q4 		$26.3K Hold
500
– – 0.01% 383
2023
Q3 		$24.6K Hold
500
– – 0.01% 385
2023
Q2 		$25.6K Hold
500
– – 0.01% 389
2023
Q1 		$24.7K Hold
500
– – 0.01% 387
2022
Q4 		$26.8K Hold
500
– – 0.01% 361
2022
Q3 		$25K Buy
+500
New +$27.1K 0.01% 354

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return