U.S. Capital Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

U.S. Capital 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	$330K	Sell	7,877 -1,408	-15%	-$64.5K	0.01%	794
2025 Q4	$445K	Hold	9,285	–	–	0.01%	687
2025 Q3	$459K	Hold	9,285	–	–	0.01%	654
2025 Q2	$452K	Hold	9,285	–	–	0.01%	619
2025 Q1	$490K	Hold	9,285	–	–	0.02%	591
2024 Q4	$446K	Hold	9,285	–	–	0.01%	587
2024 Q3	$530K	Sell	9,285 -365	-4%	-$20.4K	0.02%	460
2024 Q2	$506K	Hold	9,650	–	–	0.02%	458
2024 Q1	$526K	Hold	9,650	–	–	0.02%	460
2023 Q4	$507K	Sell	9,650 -255	-3%	-$12.9K	0.02%	453
2023 Q3	$487K	Sell	9,905 -300	-3%	-$15.2K	0.02%	439
2023 Q2	$522K	Buy	10,205 +255	+3%	+$12.9K	0.02%	435
2023 Q1	$492K	Buy	9,950 +365	+4%	+$18.7K	0.02%	433
2022 Q4	$513K	Hold	9,585	–	–	0.02%	444
2022 Q3	$490K	Hold	9,585	–	–	0.02%	445
2022 Q2	$490K	Buy	9,585 +490	+5%	+$26.1K	0.02%	458
2022 Q1	$515K	Hold	9,095	–	–	0.02%	509
2021 Q4	$528K	Hold	9,095	–	–	0.02%	500
2021 Q3	$465K	Buy	+9,095	New	+$485K	0.02%	522

Other funds holding IHF

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

SFG

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's IHF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares US Healthcare Providers ETF (IHF) stake by 15% in Q1 2026, selling an estimated $64.5K and leaving 7,877 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #794.

U.S. Capital Wealth Advisors first reported a position in IHF in Q3 2021 and has held it in 19 quarters since. The position peaked at $530K in Q3 2024. 195 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

U.S. Capital Wealth Advisors held 7,877 shares of iShares US Healthcare Providers ETF worth $330K as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,408 iShares US Healthcare Providers ETF shares in Q1 2026, an estimated $64.5K.
iShares US Healthcare Providers ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #794 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $530K in Q3 2024.
195 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.