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Concourse Financial Group Securities’s iShares US Healthcare Providers ETF IHF Stock Holding History

Concourse Financial Group Securities’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
-618
Closed -$31.6K – 1008
2024
Q4 		$31.6K Buy
618
+1
+0.2% +$53 ﹤0.01% 1389
2024
Q3 		$35.2K Sell
617
-248
-29% -$13.8K ﹤0.01% 1318
2024
Q2 		$45.3K Buy
865
+1
+0.1% +$52 ﹤0.01% 1210
2024
Q1 		$47.1K Sell
864
-126
-13% -$6.69K ﹤0.01% 1207
2023
Q4 		$51.9K Sell
990
-70
-7% -$3.55K ﹤0.01% 1116
2023
Q3 		$52.5K Sell
1,060
-125
-11% -$6.34K ﹤0.01% 1064
2023
Q2 		$60.6K Sell
1,185
-175
-13% -$8.85K ﹤0.01% 1025
2023
Q1 		$67.2K Sell
1,360
-300
-18% -$15.4K 0.01% 986
2022
Q4 		$88.8K Buy
1,660
+805
+94% +$43.3K 0.01% 867
2022
Q3 		$44K Buy
855
+250
+41% +$13.6K ﹤0.01% 990
2022
Q2 		$31K Hold
605
– – ﹤0.01% 1281
2022
Q1 		$34K Sell
605
-4,700
-89% -$258K ﹤0.01% 1283
2021
Q4 		$308K Buy
5,305
+3,450
+186% +$188K 0.02% 593
2021
Q3 		$95K Sell
1,855
-7,250
-80% -$387K 0.01% 1019
2021
Q2 		$485K Buy
9,105
+3,125
+52% +$165K 0.03% 463
2021
Q1 		$301K Buy
5,980
+4,130
+223% +$202K 0.02% 553
2020
Q4 		$87K Hold
1,850
– – 0.01% 952
2020
Q3 		$75K Sell
1,850
-235
-11% -$9.5K 0.01% 883
2020
Q2 		$80K Hold
2,085
– – 0.01% 802
2020
Q1 		$70K Hold
2,085
– – 0.01% 773
2019
Q4 		$84K Buy
2,085
+1,850
+787% +$67.9K 0.01% 764
2019
Q3 		$8K Sell
235
-1,850
-89% -$63.6K ﹤0.01% 1206
2019
Q2 		$71K Sell
2,085
-450
-18% -$15K 0.01% 747
2019
Q1 		$85K Buy
2,535
+100
+4% +$3.48K 0.01% 722
2018
Q4 		$83K Buy
+2,435
New +$92.3K 0.01% 673

Other funds holding IHF

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
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's IHF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 618 shares — an estimated $31.6K sold.

Concourse Financial Group Securities first reported a position in IHF in Q4 2018 and held it in 25 quarters. The position peaked at $485K in Q2 2021. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 618 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $31.6K.
  • Concourse Financial Group Securities first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's iShares US Healthcare Providers ETF position peaked at $485K in Q2 2021.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.