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 Q2	$27.7K	Hold	500	–	–	﹤0.01%	477
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SOA Wealth Advisors's IHF Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 500 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

SOA Wealth Advisors first reported a position in IHF in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.6K in Q3 2024. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

SOA Wealth Advisors held 500 shares of iShares US Healthcare Providers ETF worth $27.7K as of Q2 2026.
SOA Wealth Advisors left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
iShares US Healthcare Providers ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #477 holding.
SOA Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2022 and has held it in 16 quarters since.
SOA Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $28.6K in Q3 2024.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.