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

Dakota 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
2026 Q1	–	Sell	-4,735	Closed	-$227K	–	801
2025 Q4	$227K	Buy	4,735 +520	+12%	+$25.5K	﹤0.01%	711
2025 Q3	$208K	Hold	4,215	–	–	﹤0.01%	619
2025 Q2	$205K	Hold	4,215	–	–	﹤0.01%	727
2025 Q1	$223K	Hold	4,215	–	–	0.01%	694
2024 Q4	$202K	Sell	4,215 -1,410	-25%	-$74.4K	﹤0.01%	711
2024 Q3	$321K	Hold	5,625	–	–	0.01%	580
2024 Q2	$295K	Hold	5,625	–	–	0.01%	587
2024 Q1	$307K	Buy	+5,625	New	+$299K	0.01%	579
2022 Q4	–	Sell	-4,545	Closed	-$232K	–	615
2022 Q3	$232K	Sell	4,545 -1,880	-29%	-$102K	0.02%	468
2022 Q2	$328K	Sell	6,425 -1,395	-18%	-$74.3K	0.03%	359
2022 Q1	$442K	Hold	7,820	–	–	0.04%	305
2021 Q4	$454K	Sell	7,820 -110	-1%	-$6K	0.05%	249
2021 Q3	$406K	Hold	7,930	–	–	0.05%	256
2021 Q2	$423K	Hold	7,930	–	–	0.05%	244
2021 Q1	$399K	Hold	7,930	–	–	0.05%	236
2020 Q4	$372K	Hold	7,930	–	–	0.05%	231
2020 Q3	$320K	Hold	7,930	–	–	0.05%	221
2020 Q2	$306K	Hold	7,930	–	–	0.05%	215
2020 Q1	$264K	Hold	7,930	–	–	0.06%	213
2019 Q4	$318K	Sell	7,930 -1,190	-13%	-$43.7K	0.05%	237
2019 Q3	$295K	Sell	9,120 -815	-8%	-$28K	0.05%	237
2019 Q2	$341K	Hold	9,935	–	–	0.07%	210
2019 Q1	$334K	Sell	9,935 -515	-5%	-$17.9K	0.07%	224
2018 Q4	$418K	Hold	10,450	–	–	0.09%	175
2018 Q3	$418K	Buy	10,450 +350	+3%	+$13.3K	0.09%	170
2018 Q2	$355K	Sell	10,100 -480	-5%	-$16.3K	0.1%	152
2018 Q1	$334K	Sell	10,580 -125	-1%	-$4.06K	0.17%	60
2017 Q4	$336K	Sell	10,705 -150	-1%	-$4.51K	0.18%	55
2017 Q3	$321K	Sell	10,855 -230	-2%	-$6.74K	0.17%	52
2017 Q2	$329K	Sell	11,085 -1,610	-13%	-$45.3K	0.18%	52
2017 Q1	$340K	Sell	12,695 -760	-6%	-$20.1K	0.2%	50
2016 Q4	$337K	Sell	13,455 -100	-0.7%	-$2.46K	0.22%	42
2016 Q3	$336K	Sell	13,555 -600	-4%	-$15.1K	0.22%	41
2016 Q2	$361K	Sell	14,155 -2,015	-12%	-$50.5K	0.24%	40
2016 Q1	$394K	Sell	16,170 -620	-4%	-$14.4K	0.28%	36
2015 Q4	$418K	Sell	16,790 -450	-3%	-$11.2K	0.28%	36
2015 Q3	$427K	Sell	17,240 -435	-2%	-$11.9K	0.29%	36
2015 Q2	$505K	Sell	17,675 -845	-5%	-$22.9K	0.31%	37
2015 Q1	$493K	Sell	18,520 -190	-1%	-$4.74K	0.29%	38
2014 Q4	$443K	Buy	+18,710	New	+$421K	0.28%	41