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Sowell Financial Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Sowell Financial 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 		$1.11M Sell
20,145
-14
-0.1% -$692 0.04% 439
2026
Q1 		$844K Buy
20,159
+1
+0% +$46 0.03% 479
2025
Q4 		$966K Buy
20,158
+9
+0% +$441 0.04% 449
2025
Q3 		$995K Buy
20,149
+123
+0.6% +$5.62K 0.04% 419
2025
Q2 		$974K Buy
20,026
+2
+0% +$98 0.04% 419
2025
Q1 		$1.06M Buy
20,024
+3
+0% +$154 0.05% 370
2024
Q4 		$961K Sell
20,021
-10,546
-35% -$557K 0.05% 316
2024
Q3 		$1.75M Sell
30,567
-75
-0.2% -$4.19K 0.08% 259
2024
Q2 		$1.61M Sell
30,642
-499
-2% -$26.1K 0.08% 260
2024
Q1 		$1.7M Buy
+31,141
New +$1.65M 0.08% 260
2023
Q2 		– Sell
-20,740
Closed -$1.02M – 675
2023
Q1 		$1.02M Buy
+20,740
New +$1.07M 0.08% 286
2021
Q2 		– Sell
-33,795
Closed -$1.82M – 1555
2021
Q1 		$1.82M Buy
33,795
+1,710
+5% +$83.6K 0.06% 267
2020
Q4 		$1.51M Sell
32,085
-745
-2% -$33.1K 0.06% 250
2020
Q3 		$1.32M Sell
32,830
-1,895
-5% -$76.6K 0.07% 240
2020
Q2 		$1.34M Sell
34,725
-500
-1% -$18.8K 0.07% 226
2020
Q1 		$1.17M Sell
35,225
-475
-1% -$18K 0.09% 229
2019
Q4 		$1.43M Sell
35,700
-510
-1% -$18.7K 0.11% 199
2019
Q3 		$1.17M Buy
+36,210
New +$1.25M 0.1% 219
2019
Q1 		$1.85M Sell
55,170
-17,950
-25% -$625K 0.21% 110
2018
Q4 		$2.42M Buy
+73,120
New +$2.77M 0.34% 66

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
SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 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

Sowell Financial Services's IHF Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares US Healthcare Providers ETF (IHF) stake by 0.07% in Q2 2026, selling an estimated $692 and leaving 20,145 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #439.

Sowell Financial Services first reported a position in IHF in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.42M in Q4 2018. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Sowell Financial Services held 20,145 shares of iShares US Healthcare Providers ETF worth $1.11M as of Q2 2026.
  • Sowell Financial Services sold 14 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $692.
  • iShares US Healthcare Providers ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #439 holding.
  • Sowell Financial Services first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's iShares US Healthcare Providers ETF position peaked at $2.42M in Q4 2018.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.