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

Valeo Financial 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	$359K	Hold	6,490	–	–	0.01%	555
2026 Q1	$272K	Hold	6,490	–	–	0.01%	590
2025 Q4	$311K	Hold	6,490	–	–	0.01%	607
2025 Q3	$321K	Hold	6,490	–	–	0.01%	586
2025 Q2	$316K	Sell	6,490 -45	-0.7%	-$2.22K	0.01%	564
2025 Q1	$345K	Buy	6,535 +45	+0.7%	+$2.31K	0.01%	500
2024 Q4	$311K	Hold	6,490	–	–	0.01%	528
2024 Q3	$371K	Hold	6,490	–	–	0.01%	481
2024 Q2	$340K	Hold	6,490	–	–	0.01%	481
2024 Q1	$339K	Hold	6,490	–	–	0.01%	462
2023 Q4	$341K	Hold	6,490	–	–	0.01%	456
2023 Q3	$319K	Hold	6,490	–	–	0.01%	443
2023 Q2	$332K	Hold	6,490	–	–	0.02%	412
2023 Q1	$321K	Sell	6,490 -750	-10%	-$38.5K	0.02%	426
2022 Q4	$388K	Hold	7,240	–	–	0.02%	327
2022 Q3	$370K	Hold	7,240	–	–	0.02%	301
2022 Q2	$370K	Hold	7,240	–	–	0.02%	300
2022 Q1	$410K	Buy	7,240 +750	+12%	+$41.1K	0.02%	374
2021 Q4	$377K	Hold	6,490	–	–	0.02%	366
2021 Q3	$332K	Hold	6,490	–	–	0.02%	381
2021 Q2	$346K	Hold	6,490	–	–	0.02%	334
2021 Q1	$327K	Hold	6,490	–	–	0.02%	341
2020 Q4	$305K	Hold	6,490	–	–	0.02%	331
2020 Q3	$262K	Sell	6,490 -380	-6%	-$15.4K	0.02%	276
2020 Q2	$265K	Sell	6,870 -500	-7%	-$18.8K	0.02%	273
2020 Q1	$262K	Buy	7,370 +380	+5%	+$14.4K	0.03%	247
2019 Q4	$281K	Hold	6,990	–	–	0.03%	258
2019 Q3	$226K	Hold	6,990	–	–	0.03%	282
2019 Q2	$240K	Buy	6,990 +500	+8%	+$16.6K	0.03%	258
2019 Q1	$218K	Hold	6,490	–	–	0.03%	262
2018 Q4	$214K	Hold	6,490	–	–	0.03%	249
2018 Q3	$247K	Hold	6,490	–	–	0.03%	245
2018 Q2	$246K	Buy	+6,490	New	+$220K	0.03%	254

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

Valeo Financial Advisors's IHF Position: Q2 2026 in Review

Valeo Financial Advisors held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2026 at 6,490 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #555.

Valeo Financial Advisors first reported a position in IHF in Q2 2018 and has held it in 33 quarters since. The position peaked at $410K in Q1 2022. 217 funds tracked by Wall St. Rank hold IHF as of Q2 2026.

Valeo Financial Advisors held 6,490 shares of iShares US Healthcare Providers ETF worth $359K as of Q2 2026.
Valeo Financial Advisors left its iShares US Healthcare Providers ETF share count unchanged in Q2 2026.
iShares US Healthcare Providers ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #555 holding.
Valeo Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2018 and has held it in 33 quarters since.
Valeo Financial Advisors's iShares US Healthcare Providers ETF position peaked at $410K in Q1 2022.
217 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.