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Certified Advisory Corp’s iShares US Healthcare Providers ETF IHF Stock Holding History

Certified Advisory Corp’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
Q3 		– Sell
-12,620
Closed -$614K – 321
2025
Q2 		$614K Sell
12,620
-363
-3% -$17.9K 0.06% 179
2025
Q1 		$686K Sell
12,983
-1,018
-7% -$52.3K 0.08% 166
2024
Q4 		$672K Sell
14,001
-748
-5% -$39.5K 0.07% 167
2024
Q3 		$842K Sell
14,749
-410
-3% -$22.9K 0.09% 156
2024
Q2 		$795K Sell
15,159
-1,393
-8% -$72.8K 0.1% 152
2024
Q1 		$903K Sell
16,552
-768
-4% -$40.8K 0.13% 133
2023
Q4 		$909K Sell
17,320
-3,365
-16% -$171K 0.14% 133
2023
Q3 		$1.02M Sell
20,685
-1,490
-7% -$75.6K 0.19% 113
2023
Q2 		$1.13M Sell
22,175
-1,890
-8% -$95.6K 0.21% 103
2023
Q1 		$1.19M Sell
24,065
-2,245
-9% -$115K 0.21% 106
2022
Q4 		$1.41M Sell
26,310
-1,200
-4% -$64.5K 0.28% 92
2022
Q3 		$1.41M Buy
27,510
+445
+2% +$24.1K 0.32% 85
2022
Q2 		$1.38M Buy
27,065
+2,195
+9% +$117K 0.31% 84
2022
Q1 		$1.41M Sell
24,870
-710
-3% -$38.9K 0.3% 88
2021
Q4 		$1.49M Buy
25,580
+75
+0.3% +$4.09K 0.33% 79
2021
Q3 		$1.3M Buy
25,505
+865
+4% +$46.1K 0.32% 82
2021
Q2 		$1.31M Sell
24,640
-690
-3% -$36.4K 0.33% 76
2021
Q1 		$1.28M Buy
+25,330
New +$1.24M 0.33% 73
2020
Q2 		$994K Sell
25,760
-345
-1% -$13K 0.33% 77
2020
Q1 		$870K Sell
26,105
-325
-1% -$12.3K 0.34% 71
2019
Q4 		$1.06M Sell
26,430
-935
-3% -$34.3K 0.34% 71
2019
Q3 		$885K Sell
27,365
-795
-3% -$27.3K 0.31% 77
2019
Q2 		$965K Sell
28,160
-2,140
-7% -$71.2K 0.36% 72
2019
Q1 		$1.02M Sell
30,300
-2,250
-7% -$78.3K 0.43% 58
2018
Q4 		$1.07M Buy
32,550
+370
+1% +$14K 0.56% 46
2018
Q3 		$1.29M Buy
32,180
+680
+2% +$25.8K 0.59% 38
2018
Q2 		$1.11M Buy
31,500
+420
+1% +$14.3K 0.62% 39
2018
Q1 		$981K Sell
31,080
-695
-2% -$22.6K 0.58% 48
2017
Q4 		$996K Buy
+31,775
New +$956K 0.72% 41

Other funds holding IHF

SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certified Advisory Corp's IHF Position: Q3 2025 in Review

Certified Advisory Corp sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2025, closing a stake of 12,620 shares — an estimated $614K sold.

Certified Advisory Corp first reported a position in IHF in Q4 2017 and held it in 29 quarters. The position peaked at $1.49M in Q4 2021. 193 funds tracked by Wall St. Rank hold IHF as of Q3 2025.

  • Certified Advisory Corp reported no remaining iShares US Healthcare Providers ETF position as of Q3 2025 after selling out during the quarter.
  • Certified Advisory Corp sold 12,620 iShares US Healthcare Providers ETF shares in Q3 2025, an estimated $614K.
  • Certified Advisory Corp first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and held it in 29 quarters.
  • Certified Advisory Corp's iShares US Healthcare Providers ETF position peaked at $1.49M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2025.

Based on Certified Advisory Corp's 13F filing for Q3 2025, filed 13 Nov 2025.