Bristlecone Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Bristlecone Advisors’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 Q3	–	Sell	-3,430	Closed	-$167K	–	262
2025 Q2	$167K	Hold	3,430	–	–	0.01%	223
2025 Q1	$181K	Sell	3,430 -360	-9%	-$18.5K	0.01%	276
2024 Q4	$182K	Hold	3,790	–	–	0.01%	277
2024 Q3	$216K	Sell	3,790 -350	-8%	-$19.5K	0.02%	270
2024 Q2	$217K	Hold	4,140	–	–	0.02%	263
2024 Q1	$226K	Hold	4,140	–	–	0.02%	264
2023 Q4	$217K	Hold	4,140	–	–	0.02%	257
2023 Q3	$204K	Hold	4,140	–	–	0.02%	254
2023 Q2	$212K	Hold	4,140	–	–	0.02%	253
2023 Q1	$205K	Hold	4,140	–	–	0.02%	256
2022 Q4	$222K	Hold	4,140	–	–	0.03%	244
2022 Q3	$212K	Hold	4,140	–	–	0.03%	230
2022 Q2	$211K	Hold	4,140	–	–	0.03%	234
2022 Q1	$234K	Hold	4,140	–	–	0.03%	214
2021 Q4	$240K	Hold	4,140	–	–	0.03%	209
2021 Q3	$212K	Hold	4,140	–	–	0.03%	212
2021 Q2	$221K	Hold	4,140	–	–	0.03%	205
2021 Q1	$208K	Buy	+4,140	New	+$202K	0.03%	204
2020 Q4	–	Sell	-3,250	Closed	-$131K	–	199
2020 Q3	$131K	Buy	+3,250	New	+$131K	0.02%	183

Other funds holding IHF

SFG

Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return

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

Bristlecone Advisors's IHF Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2025, closing a stake of 3,430 shares — an estimated $167K sold.

Bristlecone Advisors first reported a position in IHF in Q3 2020 and held it in 19 quarters. The position peaked at $240K in Q4 2021. 193 funds tracked by Wall St. Rank hold IHF as of Q3 2025.

Bristlecone Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 3,430 iShares US Healthcare Providers ETF shares in Q3 2025, an estimated $167K.
Bristlecone Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2020 and held it in 19 quarters.
Bristlecone Advisors's iShares US Healthcare Providers ETF position peaked at $240K in Q4 2021.
193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.