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

Capital Analysts LLC’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	-185	Closed	-$9K	–	1403
2024 Q4	$9K	Buy	+185	New	+$9.77K	﹤0.01%	1074
2024 Q1	–	Sell	-2,290	Closed	-$120K	–	1129
2023 Q4	$120K	Buy	+2,290	New	+$116K	0.01%	505
2023 Q1	–	Sell	-445	Closed	-$24K	–	1021
2022 Q4	$24K	Buy	+445	New	+$23.9K	﹤0.01%	729

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

Capital Analysts LLC's IHF Position: Q1 2025 in Review

Capital Analysts LLC sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 185 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in IHF in Q4 2022 and held it in 3 quarters. The position peaked at $120K in Q4 2023. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

Capital Analysts LLC reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 185 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $9K.
Capital Analysts LLC first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and held it in 3 quarters.
Capital Analysts LLC's iShares US Healthcare Providers ETF position peaked at $120K in Q4 2023.
192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.