49 Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

49 Wealth Management’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
2025 Q2	–	Sell	-14,840	Closed	-$784K	–	183
2025 Q1	$784K	Sell	14,840 -3,394	-19%	-$174K	0.09%	72
2024 Q4	$875K	Sell	18,234 -5,140	-22%	-$271K	0.12%	59
2024 Q3	$1.33M	Sell	23,374 -6,301	-21%	-$352K	0.22%	45
2024 Q2	$1.53M	Sell	29,675 -158,009	-84%	-$8.26M	0.3%	50
2024 Q1	$10.2M	Buy	187,684 +15,719	+9%	+$835K	2.18%	16
2023 Q4	$9.03M	Buy	+171,965	New	+$8.72M	2.32%	15

Other funds holding IHF

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KWM

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

49 Wealth Management's IHF Position: Q2 2025 in Review

49 Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2025, closing a stake of 14,840 shares — an estimated $784K sold.

49 Wealth Management first reported a position in IHF in Q4 2023 and held it in 6 quarters. The position peaked at $10.2M in Q1 2024. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

49 Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 14,840 iShares US Healthcare Providers ETF shares in Q2 2025, an estimated $784K.
49 Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 6 quarters.
49 Wealth Management's iShares US Healthcare Providers ETF position peaked at $10.2M in Q1 2024.
199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.