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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.67K	Sell	40 -110	-73%	-$5.04K	﹤0.01%	2486
2025 Q4	$7.19K	Hold	150	–	–	﹤0.01%	2185
2025 Q3	$7.41K	Hold	150	–	–	﹤0.01%	2029
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	+$7.92K	﹤0.01%	1874
2024 Q1	–	Sell	-43,490	Closed	-$2.24M	–	1555
2023 Q4	$2.24M	Buy	43,490 +570	+1%	+$28.9K	0.01%	865
2023 Q3	$2.11M	Buy	42,920 +8,605	+25%	+$437K	0.01%	833
2023 Q2	$1.76M	Sell	34,315 -2,160	-6%	-$109K	0.01%	883
2023 Q1	$1.8M	Sell	36,475 -24,605	-40%	-$1.26M	0.01%	841
2022 Q4	$3.27M	Buy	61,080 +5,390	+10%	+$290K	0.02%	592
2022 Q3	$2.85M	Buy	55,690 +10,380	+23%	+$563K	0.02%	591
2022 Q2	$2.31M	Buy	45,310 +5,085	+13%	+$271K	0.02%	622
2022 Q1	$2.28M	Sell	40,225 -10,725	-21%	-$588K	0.02%	672
2021 Q4	$2.96M	Buy	50,950 +23,000	+82%	+$1.26M	0.02%	569
2021 Q3	$1.43M	Buy	+27,950	New	+$1.49M	0.01%	759
2021 Q1	–	Sell	-26,885	Closed	-$1.26M	–	1522
2020 Q4	$1.26M	Buy	26,885 +21,735	+422%	+$965K	0.01%	643
2020 Q3	$208K	Sell	5,150 -24,830	-83%	-$1M	﹤0.01%	1168
2020 Q2	$1.16M	Buy	+29,980	New	+$1.13M	0.02%	575
2019 Q3	–	Sell	-11,170	Closed	-$383K	–	1026
2019 Q2	$383K	Buy	11,170 +4,065	+57%	+$135K	0.01%	666
2019 Q1	$239K	Buy	+7,105	New	+$247K	0.02%	542