Corient Private Wealth
IHF icon

Corient Private Wealth’s iShares US Healthcare Providers ETF IHF Stock Holding History

Corient Private Wealth’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
2026
Q1 		$394K Sell
9,418
-7,750
-45% -$355K ﹤0.01% 2157
2025
Q4 		$823K Buy
+17,168
New +$841K ﹤0.01% 1996
2025
Q3 		– Sell
-5,024
Closed -$244K – 2621
2025
Q2 		$244K Buy
5,024
+1
+0% +$49 ﹤0.01% 2113
2025
Q1 		$265K Sell
5,023
-325
-6% -$16.7K ﹤0.01% 1916
2024
Q4 		$257K Sell
5,348
-7,208
-57% -$381K ﹤0.01% 1982
2024
Q3 		$717K Buy
12,556
+5,079
+68% +$283K ﹤0.01% 1562
2024
Q2 		$392K Buy
+7,477
New +$391K ﹤0.01% 1771

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PF
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return