WFA of San Diego’s iShares US Healthcare Providers ETF IHF Stock Holding History

WFA of San Diego’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	$41K	Hold	979	–	–	0.03%	197
2025 Q4	$46.9K	Sell	979 -6	-0.6%	-$294	0.03%	198
2025 Q3	$48.6K	Sell	985 -24	-2%	-$1.1K	0.03%	204
2025 Q2	$49.1K	Buy	+1,009	New	+$49.7K	0.04%	203
2024 Q3	$52K	Buy	911 +301	+49%	+$16.8K	0.04%	180
2024 Q2	$32K	Buy	+610	New	+$31.9K	0.03%	211
2023 Q3	$1.23K	Buy	+25	New	+$1.27K	﹤0.01%	361

Other funds holding IHF

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WFA of San Diego's IHF Position: Q1 2026 in Review

WFA of San Diego held its iShares US Healthcare Providers ETF (IHF) position steady in Q1 2026 at 979 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #197.

WFA of San Diego first reported a position in IHF in Q3 2023 and has held it in 7 quarters since. The position peaked at $52K in Q3 2024. 194 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

WFA of San Diego held 979 shares of iShares US Healthcare Providers ETF worth $41K as of Q1 2026.
WFA of San Diego left its iShares US Healthcare Providers ETF share count unchanged in Q1 2026.
iShares US Healthcare Providers ETF made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #197 holding.
WFA of San Diego first reported a position in iShares US Healthcare Providers ETF in Q3 2023 and has held it in 7 quarters since.
WFA of San Diego's iShares US Healthcare Providers ETF position peaked at $52K in Q3 2024.
194 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.