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

Avior 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 Q1	–	Sell	-320	Closed	-$15.4K	–	1504
2024 Q4	$15.4K	Sell	320 -84	-21%	-$4.43K	﹤0.01%	1486
2024 Q3	$23.1K	Buy	404 +1	+0.2%	+$56	﹤0.01%	1347
2024 Q2	$21.2K	Hold	403	–	–	﹤0.01%	1338
2024 Q1	$22K	Buy	403 +3	+0.8%	+$159	﹤0.01%	1561
2023 Q4	$21.1K	Hold	400	–	–	﹤0.01%	875
2023 Q3	$19.7K	Sell	400 -575	-59%	-$29.2K	﹤0.01%	939
2023 Q2	$49.9K	Buy	975 +400	+70%	+$20.2K	﹤0.01%	759
2023 Q1	$28.4K	Buy	+575	New	+$29.5K	﹤0.01%	886

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

Avior Wealth Management's IHF Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 320 shares — an estimated $15.4K sold.

Avior Wealth Management first reported a position in IHF in Q1 2023 and held it in 8 quarters. The position peaked at $49.9K in Q2 2023. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

Avior Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 320 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $15.4K.
Avior Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's iShares US Healthcare Providers ETF position peaked at $49.9K in Q2 2023.
192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.