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Wharton Business Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wharton Business Group’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 		$14.1M Hold
335,810
– – 0.53% 38
2025
Q4 		$16.1M Hold
335,810
– – 0.61% 36
2025
Q3 		$16.6M Hold
335,810
– – 0.72% 33
2025
Q2 		$16.3M Buy
335,810
+780
+0.2% +$38.4K 0.69% 36
2025
Q1 		$17.7M Hold
335,030
– – 0.8% 29
2024
Q4 		$16.1M Sell
335,030
-520
-0.2% -$27.5K 0.73% 35
2024
Q3 		$19.2M Hold
335,550
– – 0.86% 30
2024
Q2 		$17.6M Hold
335,550
– – 0.91% 28
2024
Q1 		$18.3M Hold
335,550
– – 0.88% 27
2023
Q4 		$17.6M Hold
335,550
– – 0.89% 28
2023
Q3 		$16.5M Hold
335,550
– – 0.92% 25
2023
Q2 		$17.2M Hold
335,550
– – 1.13% 24
2023
Q1 		$16.6M Hold
335,550
– – 0.99% 25
2022
Q4 		$18M Sell
335,550
-375
-0.1% -$20.1K 1.04% 24
2022
Q3 		$17.2M Hold
335,925
– – 1.16% 24
2022
Q2 		$17.2M Hold
335,925
– – 1.13% 25
2022
Q1 		$19M Buy
335,925
+2,075
+0.6% +$114K 1.15% 24
2021
Q4 		$19.4M Buy
+333,850
New +$18.2M 1.2% 24
2021
Q3 		– Sell
-332,850
Closed -$17.7M – 95
2021
Q2 		$17.7M Buy
332,850
+600
+0.2% +$31.7K 1.39% 20
2021
Q1 		$16.7M Sell
332,250
-90,125
-21% -$4.41M 1.31% 23
2020
Q4 		$19.8M Sell
422,375
-106,250
-20% -$4.72M 1.63% 18
2020
Q3 		$21.3M Sell
528,625
-4,750
-0.9% -$192K 1.97% 14
2020
Q2 		$20.6M Sell
533,375
-2,150
-0.4% -$81K 1.98% 16
2020
Q1 		$17.9M Buy
535,525
+1,575
+0.3% +$59.6K 2.02% 17
2019
Q4 		$21.4M Buy
533,950
+20,225
+4% +$742K 1.99% 17
2019
Q3 		$16.6M Hold
513,725
– – 1.67% 20
2019
Q2 		$17.6M Hold
513,725
– – 1.79% 19
2019
Q1 		$17.3M Buy
513,725
+10,400
+2% +$362K 1.79% 19
2018
Q4 		$16.6M Sell
503,325
-14,350
-3% -$544K 1.96% 18
2018
Q3 		$20.7M Sell
517,675
-13,350
-3% -$507K 2.05% 19
2018
Q2 		$18.7M Hold
531,025
– – 1.94% 19
2018
Q1 		$16.8M Buy
531,025
+228,125
+75% +$7.42M 1.73% 21
2017
Q4 		$9.5M Hold
302,900
– – 0.99% 27
2017
Q3 		$8.95M Sell
302,900
-32,400
-10% -$949K 0.95% 28
2017
Q2 		$9.96M Sell
335,300
-325
-0.1% -$9.14K 1.06% 25
2017
Q1 		$9M Buy
335,625
+950
+0.3% +$25.1K 0.96% 31
2016
Q4 		$8.39M Buy
334,675
+85,575
+34% +$2.11M 0.99% 30
2016
Q3 		$6.18M Hold
249,100
– – 0.76% 36
2016
Q2 		$6.35M Sell
249,100
-1,000
-0.4% -$25.1K 0.75% 36
2016
Q1 		$6.1M Sell
250,100
-156,875
-39% -$3.66M 0.67% 37
2015
Q4 		$10.1M Buy
406,975
+20,225
+5% +$502K 1% 35
2015
Q3 		$9.58M Buy
386,750
+1,000
+0.3% +$27.3K 0.95% 39
2015
Q2 		$11K Buy
385,750
+198,675
+106% +$5.39M 0.73% 36
2015
Q1 		$4.98M Buy
+187,075
New +$4.67M 0.41% 50

Other funds holding IHF

PF
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wharton Business Group's IHF Position: Q1 2026 in Review

Wharton Business Group held its iShares US Healthcare Providers ETF (IHF) position steady in Q1 2026 at 335,810 shares worth $14.1M. The position accounts for 0.53% of the portfolio, ranked #38.

Wharton Business Group first reported a position in IHF in Q1 2015 and has held it in 44 quarters since. The position peaked at $21.4M in Q4 2019. 194 funds tracked by Wall St. Rank hold IHF as of Q1 2026.

  • Wharton Business Group held 335,810 shares of iShares US Healthcare Providers ETF worth $14.1M as of Q1 2026.
  • Wharton Business Group left its iShares US Healthcare Providers ETF share count unchanged in Q1 2026.
  • iShares US Healthcare Providers ETF made up 0.53% of Wharton Business Group's portfolio in Q1 2026, its #38 holding.
  • Wharton Business Group first reported a position in iShares US Healthcare Providers ETF in Q1 2015 and has held it in 44 quarters since.
  • Wharton Business Group's iShares US Healthcare Providers ETF position peaked at $21.4M in Q4 2019.
  • 194 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.