American Capital Advisory’s iShares US Healthcare Providers ETF IHF Stock Holding History

American Capital Advisory’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 Q1	–	Sell	-140	Closed	-$6.72K	–	828
2024 Q4	$6.72K	Hold	140	–	–	﹤0.01%	325
2024 Q3	$8K	Buy	140 +112	+400%	+$6.25K	﹤0.01%	309
2024 Q2	$7.35K	Hold	28	–	–	0.01%	282
2024 Q1	$7.03K	Sell	28 -112	-80%	-$5.95K	0.01%	284
2023 Q4	$7.35K	Buy	+140	New	+$7.1K	0.01%	282

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Capital Advisory's IHF Position: Q1 2025 in Review

American Capital Advisory sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 140 shares — an estimated $6.72K sold.

American Capital Advisory first reported a position in IHF in Q4 2023 and held it in 5 quarters. The position peaked at $8K in Q3 2024. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

American Capital Advisory reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
American Capital Advisory sold 140 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $6.72K.
American Capital Advisory first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 5 quarters.
American Capital Advisory's iShares US Healthcare Providers ETF position peaked at $8K in Q3 2024.
192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on American Capital Advisory's 13F filing for Q1 2025, filed 28 Apr 2025.