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

TLWM Financial’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	$210K	Buy	+3,803	New	+$188K	0.03%	73
2024 Q4	–	Sell	-3,780	Closed	-$216K	–	74
2024 Q3	$216K	Buy	+3,780	New	+$211K	0.04%	73
2024 Q2	–	Sell	-3,780	Closed	-$206K	–	73
2024 Q1	$206K	Buy	+3,780	New	+$201K	0.05%	71
2022 Q4	–	Sell	-59,880	Closed	-$299K	–	65
2022 Q3	$299K	Buy	+59,880	New	+$3.25M	0.13%	48
2022 Q2	–	Sell	-3,685	Closed	-$207K	–	66
2022 Q1	$207K	Hold	3,685	–	–	0.07%	67
2021 Q4	$214K	Buy	+3,685	New	+$201K	0.07%	65
2019 Q4	–	Sell	-2,120	Closed	-$68K	–	63
2019 Q3	$68K	Buy	+2,120	New	+$72.9K	0.04%	57

Other funds holding IHF

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

WWA

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

TLWM Financial's IHF Position: Q2 2026 in Review

TLWM Financial opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2026: 3,803 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #73 among its holdings. This is a return to the name: TLWM Financial previously reported a position in IHF as recently as Q3 2024.

TLWM Financial first reported a position in IHF in Q3 2019 and has held it in 7 quarters since. The position peaked at $299K in Q3 2022. 45 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

TLWM Financial held 3,803 shares of iShares US Healthcare Providers ETF worth $210K as of Q2 2026.
iShares US Healthcare Providers ETF was a new TLWM Financial position in Q2 2026.
iShares US Healthcare Providers ETF made up 0.03% of TLWM Financial's portfolio in Q2 2026, its #73 holding.
TLWM Financial first reported a position in iShares US Healthcare Providers ETF in Q3 2019 and has held it in 7 quarters since.
TLWM Financial's iShares US Healthcare Providers ETF position peaked at $299K in Q3 2022.
45 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.