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Centaurus Financial’s iShares US Healthcare Providers ETF IHF Stock Holding History

Centaurus Financial’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
2024
Q4 		– Sell
-4,660
Closed -$266K – 894
2024
Q3 		$266K Buy
+4,660
New +$260K 0.02% 577
2024
Q1 		– Sell
-3,075
Closed -$161K – 810
2023
Q4 		$161K Sell
3,075
-390
-11% -$19.8K 0.01% 639
2023
Q3 		$171K Sell
3,465
-880
-20% -$44.7K 0.01% 600
2023
Q2 		$222K Sell
4,345
-330
-7% -$16.7K 0.02% 543
2023
Q1 		$231K Sell
4,675
-1,350
-22% -$69.3K 0.02% 623
2022
Q4 		$323K Buy
6,025
+15
+0.2% +$806 0.03% 471
2022
Q3 		$307K Sell
6,010
-15
-0.2% -$813 0.03% 478
2022
Q2 		$308K Sell
6,025
-585
-9% -$31.2K 0.03% 491
2022
Q1 		$374K Sell
6,610
-4,860
-42% -$267K 0.03% 490
2021
Q4 		$666K Buy
11,470
+5,035
+78% +$275K 0.05% 368
2021
Q3 		$329K Buy
6,435
+325
+5% +$17.3K 0.03% 531
2021
Q2 		$326K Sell
6,110
-49,005
-89% -$2.59M 0.03% 546
2021
Q1 		$2.77M Buy
55,115
+49,380
+861% +$2.41M 0.27% 86
2020
Q4 		$269K Buy
5,735
+2,240
+64% +$99.4K 0.03% 487
2020
Q3 		$141K Buy
+3,495
New +$141K 0.02% 526
2020
Q1 		– Sell
-29,180
Closed -$1.17M – 574
2019
Q4 		$1.17M Buy
+29,180
New +$1.07M 0.16% 142
2018
Q3 		– Sell
-3,610
Closed -$127K – 1251
2018
Q2 		$127K Buy
+3,610
New +$123K 0.02% 632

Other funds holding IHF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Centaurus Financial's IHF Position: Q4 2024 in Review

Centaurus Financial sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 4,660 shares — an estimated $266K sold.

Centaurus Financial first reported a position in IHF in Q2 2018 and held it in 17 quarters. The position peaked at $2.77M in Q1 2021. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

  • Centaurus Financial reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
  • Centaurus Financial sold 4,660 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $266K.
  • Centaurus Financial first reported a position in iShares US Healthcare Providers ETF in Q2 2018 and held it in 17 quarters.
  • Centaurus Financial's iShares US Healthcare Providers ETF position peaked at $2.77M in Q1 2021.
  • 198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on Centaurus Financial's 13F filing for Q4 2024, filed 12 Mar 2025.