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Avantax Advisory Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Avantax Advisory Services’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 		$3.73M Sell
76,669
-2,035
-3% -$100K 0.02% 550
2025
Q1 		$4.16M Buy
78,704
+9,143
+13% +$470K 0.03% 475
2024
Q4 		$3.34M Sell
69,561
-1,387
-2% -$73.2K 0.02% 525
2024
Q3 		$4.05M Sell
70,948
-619
-0.9% -$34.6K 0.03% 451
2024
Q2 		$3.75M Sell
71,567
-205
-0.3% -$10.7K 0.03% 455
2024
Q1 		$3.91M Buy
71,772
+4,667
+7% +$248K 0.03% 366
2023
Q4 		$3.52M Sell
67,105
-17,460
-21% -$885K 0.04% 349
2023
Q3 		$4.16M Sell
84,565
-2,050
-2% -$104K 0.05% 293
2023
Q2 		$4.43M Sell
86,615
-6,370
-7% -$322K 0.05% 281
2023
Q1 		$4.6M Sell
92,985
-2,565
-3% -$132K 0.06% 263
2022
Q4 		$5.12M Buy
95,550
+9,105
+11% +$489K 0.07% 220
2022
Q3 		$4.42M Buy
86,445
+29,340
+51% +$1.59M 0.07% 223
2022
Q2 		$2.92M Buy
57,105
+16,215
+40% +$864K 0.04% 301
2022
Q1 		$2.32M Buy
40,890
+1,600
+4% +$87.8K 0.03% 347
2021
Q4 		$2.28M Buy
39,290
+3,410
+10% +$186K 0.03% 342
2021
Q3 		$1.84M Buy
35,880
+720
+2% +$38.4K 0.03% 354
2021
Q2 		$1.87M Buy
35,160
+2,735
+8% +$144K 0.03% 340
2021
Q1 		$1.64M Buy
32,425
+3,380
+12% +$165K 0.04% 327
2020
Q4 		$1.36M Sell
29,045
-104,025
-78% -$4.62M 0.03% 337
2020
Q3 		$5.37M Buy
133,070
+87,125
+190% +$3.52M 0.09% 198
2020
Q2 		$1.77M Sell
45,945
-240
-0.5% -$9.04K 0.05% 236
2020
Q1 		$1.54M Buy
46,185
+6,750
+17% +$255K 0.05% 230
2019
Q4 		$1.58M Buy
+39,435
New +$1.45M 0.04% 252

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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

Avantax Advisory Services's IHF Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Healthcare Providers ETF (IHF) stake by 2.6% in Q2 2025, selling an estimated $100K and leaving 76,669 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #550.

Avantax Advisory Services first reported a position in IHF in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.37M in Q3 2020. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

  • Avantax Advisory Services held 76,669 shares of iShares US Healthcare Providers ETF worth $3.73M as of Q2 2025.
  • Avantax Advisory Services sold 2,035 iShares US Healthcare Providers ETF shares in Q2 2025, an estimated $100K.
  • iShares US Healthcare Providers ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #550 holding.
  • Avantax Advisory Services first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's iShares US Healthcare Providers ETF position peaked at $5.37M in Q3 2020.
  • 199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.