Opinions The Panic-Proof Portfolio (Stockchase Research)
iShares US Healthcare ProvidersIHFTOP PICKOct 29, 2026
Stock price when the opinion was issued
As of Nov 03, 2026. Market Open.
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Premium contentWe reiterate IHF, with holdings like UnitedHealth and CVS, as a TOP PICK. Analysts comment healthcare provider stocks are rising due to attractive valuations, improving fundamentals, and defensive appeal amid market volatility. These are often viewed as defensive plays. We recommend trailing up the stop (from $47 to $52), looking to achieve $68 -- upside potential of 18%. Yield 0.9%
Premium contentIHF is a low-MER ETF holding a diversified portfolio of US healthcare providers such as Unitedhealth, CVS and Humana. It has had solid capital inflows all year. We recommend setting a stop-loss at $47, looking to achieve $65 -- upside potential of 18%. Yield 0.9%
A healthcare ETF? When it comes to healthcare ETF’s, a lot of them have a very large weighting in pharmaceuticals. A lot of the larger names have not done very well. This would be a good choice.
Stan WongIn the healthcare sector, this is one that he has been looking at. This will have the hospital names, some of the pharmacy benefit managers, etc. Has taken a bit of a run and is kind of scary to be buying it, but healthcare in this particular space, are the ones that are going to benefit the most.
Do medical stocks have seasonality? There are a couple of specialty healthcare ETFs that are just coming into their seasonal strength. One is iShares US Healthcare Providers (IHF-N) which has seasonal strength from now, right through until the end of January. The other is iShares US Medical Devices (IHI-N) with seasonal strength from the end of November until the middle of February. Both of these have very, very strong seasonality during that time.
We again reiterate IHF, with holdings like UnitedHealth and CVS, as a TOP PICK. A defensive play. Healthcare provider stocks are rising due to attractive valuations, improving fundamentals, and defensive appeal amid market volatility. We recommend trailing up the stop (from $52 to $55), looking to achieve $71 -- upside potential of 18%. Yield 0.9%