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Cresset Asset Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cresset Asset 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
2026
Q1 		$430K Hold
10,280
– – ﹤0.01% 1126
2025
Q4 		$493K Hold
10,280
– – ﹤0.01% 1075
2025
Q3 		$508K Hold
10,280
– – ﹤0.01% 1017
2025
Q2 		$500K Hold
10,280
– – ﹤0.01% 939
2025
Q1 		$543K Hold
10,280
– – ﹤0.01% 1026
2024
Q4 		$493K Sell
10,280
-2,840
-22% -$150K ﹤0.01% 1087
2024
Q3 		$749K Sell
13,120
-2,735
-17% -$153K ﹤0.01% 1309
2024
Q2 		$831K Buy
15,855
+6,905
+77% +$361K ﹤0.01% 1172
2024
Q1 		$488K Buy
8,950
+3,975
+80% +$211K ﹤0.01% 1346
2023
Q4 		$261K Hold
4,975
– – ﹤0.01% 1557
2023
Q3 		$245K Hold
4,975
– – ﹤0.01% 1530
2023
Q2 		$255K Buy
+4,975
New +$252K ﹤0.01% 1605

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
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