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

Bullock 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
-50
Closed -$2.4K – 596
2024
Q4 		$2.4K Hold
50
– – ﹤0.01% 495
2024
Q3 		$2.81K Hold
50
– – ﹤0.01% 471
2024
Q2 		$2.58K Hold
50
– – ﹤0.01% 457
2024
Q1 		$2.71K Buy
+50
New +$2.65K ﹤0.01% 461

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bullock Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 50 shares — an estimated $2.4K sold.

Bullock Wealth Management first reported a position in IHF in Q1 2024 and held it in 4 quarters. The position peaked at $2.81K in Q3 2024. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

  • Bullock Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 50 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $2.4K.
  • Bullock Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's iShares US Healthcare Providers ETF position peaked at $2.81K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.