Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s iShares US Healthcare Providers ETF IHF Stock Holding History

Steward Partners Investment Advisory’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 		$375K Sell
6,772
-2,248
-25% -$111K ﹤0.01% 1878
2026
Q1 		$377K Sell
9,020
-6,111
-40% -$280K ﹤0.01% 1670
2025
Q4 		$725K Sell
15,131
-338
-2% -$16.6K ﹤0.01% 1228
2025
Q3 		$764K Sell
15,469
-85
-0.5% -$3.88K ﹤0.01% 1173
2025
Q2 		$757K Buy
15,554
+1,908
+14% +$94K 0.01% 1111
2025
Q1 		$721K Buy
13,646
+3,291
+32% +$169K 0.01% 1052
2024
Q4 		$497K Buy
10,355
+378
+4% +$20K ﹤0.01% 1164
2024
Q3 		$570K Sell
9,977
-1,218
-11% -$68K 0.01% 1055
2024
Q2 		$587K Sell
11,195
-224
-2% -$11.7K 0.01% 996
2024
Q1 		$623K Sell
11,419
-666
-6% -$35.4K 0.01% 966
2023
Q4 		$635K Sell
12,085
-605
-5% -$30.7K 0.01% 893
2023
Q3 		$625K Sell
12,690
-160
-1% -$8.12K 0.01% 846
2023
Q2 		$657K Sell
12,850
-115
-0.9% -$5.81K 0.01% 841
2023
Q1 		$641K Sell
12,965
-7,890
-38% -$405K 0.01% 832
2022
Q4 		$1.12M Buy
20,855
+10
+0% +$537 0.02% 628
2022
Q3 		$1.06M Buy
20,845
+5,155
+33% +$279K 0.02% 607
2022
Q2 		$801K Buy
15,690
+1,290
+9% +$68.7K 0.01% 709
2022
Q1 		$815K Sell
14,400
-2,010
-12% -$110K 0.01% 749
2021
Q4 		$953K Buy
16,410
+240
+1% +$13.1K 0.01% 712
2021
Q3 		$827K Buy
16,170
+150
+0.9% +$8K 0.01% 728
2021
Q2 		$854K Sell
16,020
-9,050
-36% -$478K 0.01% 737
2021
Q1 		$1.26M Sell
25,070
-8,020
-24% -$392K 0.02% 568
2020
Q4 		$1.55M Buy
33,090
+10,235
+45% +$454K 0.03% 428
2020
Q3 		$923K Buy
22,855
+685
+3% +$27.7K 0.02% 503
2020
Q2 		$856K Sell
22,170
-225
-1% -$8.48K 0.02% 494
2020
Q1 		$746K Buy
22,395
+20,760
+1,270% +$786K 0.03% 464
2019
Q4 		$65K Sell
1,635
-370
-18% -$13.6K ﹤0.01% 1291
2019
Q3 		$64K Sell
2,005
-7,845
-80% -$270K ﹤0.01% 1257
2019
Q2 		$337K Buy
9,850
+320
+3% +$10.6K 0.01% 663
2019
Q1 		$320K Sell
9,530
-220
-2% -$7.66K 0.01% 623
2018
Q4 		$322K Buy
9,750
+325
+3% +$12.3K 0.02% 588
2018
Q3 		$377K Buy
9,425
+325
+4% +$12.3K 0.02% 571
2018
Q2 		$320K Buy
+9,100
New +$309K 0.02% 550
2017
Q4 		– Sell
-4,405
Closed -$130K – 1907
2017
Q3 		$130K Buy
+4,405
New +$129K 0.01% 502

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
Phoenix Financial
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
Tidal Investments
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

Steward Partners Investment Advisory's IHF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares US Healthcare Providers ETF (IHF) stake by 25% in Q2 2026, selling an estimated $111K and leaving 6,772 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Steward Partners Investment Advisory first reported a position in IHF in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.55M in Q4 2020. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

  • Steward Partners Investment Advisory held 6,772 shares of iShares US Healthcare Providers ETF worth $375K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,248 iShares US Healthcare Providers ETF shares in Q2 2026, an estimated $111K.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1878 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Healthcare Providers ETF in Q3 2017 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's iShares US Healthcare Providers ETF position peaked at $1.55M in Q4 2020.
  • 217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.