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

Other funds holding IHF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Congress Wealth Management's IHF Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2025: 7,077 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

Congress Wealth Management held 7,077 shares of iShares US Healthcare Providers ETF worth $344K as of Q2 2025.
iShares US Healthcare Providers ETF was a new Congress Wealth Management position in Q2 2025.
iShares US Healthcare Providers ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1027 holding.
199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.