AE Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.3K | Hold |
150
| – | – | ﹤0.01% | 1915 |
|
|
2025
Q1 | $7.92K | Hold |
150
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q4 | $7.2K | Buy |
+150
| New | +$7.2K | ﹤0.01% | 1874 |
|
|
2024
Q1 | – | Sell |
-43,490
| Closed | -$2.24M | – | 1554 |
|
|
2023
Q4 | $2.24M | Buy |
43,490
+570
| +1% | +$29.3K | 0.01% | 864 |
|
|
2023
Q3 | $2.11M | Buy |
42,920
+8,605
| +25% | +$424K | 0.01% | 831 |
|
|
2023
Q2 | $1.76M | Sell |
34,315
-2,160
| -6% | -$111K | 0.01% | 882 |
|
|
2023
Q1 | $1.8M | Sell |
36,475
-24,605
| -40% | -$1.22M | 0.01% | 839 |
|
|
2022
Q4 | $3.27M | Buy |
61,080
+5,390
| +10% | +$289K | 0.02% | 592 |
|
|
2022
Q3 | $2.85M | Buy |
55,690
+10,380
| +23% | +$530K | 0.02% | 590 |
|
|
2022
Q2 | $2.32M | Buy |
45,310
+5,085
| +13% | +$260K | 0.02% | 622 |
|
|
2022
Q1 | $2.28M | Sell |
40,225
-10,725
| -21% | -$607K | 0.02% | 671 |
|
|
2021
Q4 | $2.96M | Buy |
50,950
+23,000
| +82% | +$1.34M | 0.02% | 569 |
|
|
2021
Q3 | $1.43M | Buy |
+27,950
| New | +$1.43M | 0.01% | 757 |
|
|
2021
Q1 | – | Sell |
-26,885
| Closed | -$1.26M | – | 1503 |
|
|
2020
Q4 | $1.26M | Buy |
26,885
+21,735
| +422% | +$1.02M | 0.01% | 641 |
|
|
2020
Q3 | $208K | Sell |
5,150
-24,830
| -83% | -$1M | ﹤0.01% | 1164 |
|
|
2020
Q2 | $1.16M | Buy |
+29,980
| New | +$1.16M | 0.02% | 572 |
|
|
2019
Q3 | – | Sell |
-11,170
| Closed | -$383K | – | 1019 |
|
|
2019
Q2 | $383K | Buy |
11,170
+4,065
| +57% | +$139K | 0.01% | 666 |
|
|
2019
Q1 | $239K | Buy |
+7,105
| New | +$239K | 0.02% | 542 |
|