CWM
IHF icon

Congress Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Congress Wealth Management’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
Q2 		$344K Buy
+7,077
New +$349K ﹤0.01% 1027

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Bank of America
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WBG
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LPL Financial
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Envestnet Asset Management
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Wells Fargo
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KWM
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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