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

Callan Capital’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 		$213K Buy
+4,028
New +$207K 0.02% 343
2024
Q4 		– Sell
-4,028
Closed -$230K – 358
2024
Q3 		$230K Sell
4,028
-92
-2% -$5.13K 0.02% 309
2024
Q2 		$216K Buy
+4,120
New +$215K 0.02% 293

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 22.96% 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

Callan Capital's IHF Position: Q1 2025 in Review

Callan Capital opened a new position in iShares US Healthcare Providers ETF (IHF) in Q1 2025: 4,028 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #343 among its holdings. This is a return to the name: Callan Capital previously reported a position in IHF as recently as Q3 2024.

Callan Capital first reported a position in IHF in Q2 2024 and has held it in 3 quarters since. The position peaked at $230K in Q3 2024. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

  • Callan Capital held 4,028 shares of iShares US Healthcare Providers ETF worth $213K as of Q1 2025.
  • iShares US Healthcare Providers ETF was a new Callan Capital position in Q1 2025.
  • iShares US Healthcare Providers ETF made up 0.02% of Callan Capital's portfolio in Q1 2025, its #343 holding.
  • Callan Capital first reported a position in iShares US Healthcare Providers ETF in Q2 2024 and has held it in 3 quarters since.
  • Callan Capital's iShares US Healthcare Providers ETF position peaked at $230K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.