CPSC
IHF icon

Carl P. Sherr & Co’s iShares US Healthcare Providers ETF IHF Stock Holding History

Carl P. Sherr & Co’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
Q4 		– Sell
-5,276
Closed -$261K – 130
2025
Q3 		$261K Sell
5,276
-4,439
-46% -$203K 0.12% 104
2025
Q2 		$473K Sell
9,715
-2,436
-20% -$120K 0.24% 77
2025
Q1 		$642K Hold
12,151
– – 0.35% 61
2024
Q4 		$583K Sell
12,151
-2,929
-19% -$155K 0.31% 73
2024
Q3 		$861K Sell
15,080
-875
-5% -$48.8K 0.45% 52
2024
Q2 		$836K Hold
15,955
– – 0.47% 49
2024
Q1 		$870K Hold
15,955
– – 0.49% 51
2023
Q4 		$838K Sell
15,955
-950
-6% -$48.1K 0.51% 49
2023
Q3 		$832K Hold
16,905
– – 0.56% 47
2023
Q2 		$865K Buy
16,905
+370
+2% +$18.7K 0.57% 46
2023
Q1 		$818K Sell
16,535
-500
-3% -$25.7K 0.59% 43
2022
Q4 		$912K Buy
17,035
+430
+3% +$23.1K 0.69% 41
2022
Q3 		$848K Hold
16,605
– – 0.68% 41
2022
Q2 		$848K Sell
16,605
-325
-2% -$17.3K 0.63% 42
2022
Q1 		$958K Hold
16,930
– – 0.65% 40
2021
Q4 		$983K Sell
16,930
-375
-2% -$20.5K 0.59% 47
2021
Q3 		$885K Sell
17,305
-20
-0.1% -$1.07K 0.71% 41
2021
Q2 		$923K Hold
17,325
– – 0.63% 44
2021
Q1 		$872K Sell
17,325
-375
-2% -$18.3K 0.66% 42
2020
Q4 		$831K Sell
17,700
-1,120
-6% -$49.7K 0.66% 43
2020
Q3 		$760K Sell
18,820
-220
-1% -$8.89K 0.69% 42
2020
Q2 		$735K Buy
19,040
+50
+0.3% +$1.88K 0.73% 42
2020
Q1 		$633K Hold
18,990
– – 0.75% 44
2019
Q4 		$763K Buy
+18,990
New +$697K 0.75% 49

Other funds holding IHF

SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carl P. Sherr & Co's IHF Position: Q4 2025 in Review

Carl P. Sherr & Co sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2025, closing a stake of 5,276 shares — an estimated $261K sold.

Carl P. Sherr & Co first reported a position in IHF in Q4 2019 and held it in 24 quarters. The position peaked at $983K in Q4 2021. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2025.

  • Carl P. Sherr & Co reported no remaining iShares US Healthcare Providers ETF position as of Q4 2025 after selling out during the quarter.
  • Carl P. Sherr & Co sold 5,276 iShares US Healthcare Providers ETF shares in Q4 2025, an estimated $261K.
  • Carl P. Sherr & Co first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 24 quarters.
  • Carl P. Sherr & Co's iShares US Healthcare Providers ETF position peaked at $983K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2025.

Based on Carl P. Sherr & Co's 13F filing for Q4 2025, filed 9 Feb 2026.