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

Drive 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 Q1	–	Sell	-10,065	Closed	-$483K	–	350
2024 Q4	$483K	Sell	10,065 -961	-9%	-$50.7K	0.12%	137
2024 Q3	$630K	Hold	11,026	–	–	0.16%	106
2024 Q2	$578K	Hold	11,026	–	–	0.16%	111
2024 Q1	$601K	Buy	11,026 +1	+0%	+$53	0.17%	108
2023 Q4	$579K	Hold	11,025	–	–	0.19%	110
2023 Q3	$545K	Hold	11,025	–	–	0.2%	101
2023 Q2	$564K	Sell	11,025 -685	-6%	-$34.6K	0.21%	100
2023 Q1	$579K	Buy	11,710 +15	+0.1%	+$770	0.24%	99
2022 Q4	$626K	Buy	11,695 +35	+0.3%	+$1.88K	0.31%	79
2022 Q3	$596K	Hold	11,660	–	–	0.57%	44
2022 Q2	$596K	Hold	11,660	–	–	0.54%	47
2022 Q1	$660K	Hold	11,660	–	–	0.56%	45
2021 Q4	$677K	Buy	+11,660	New	+$636K	0.6%	39

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Drive Wealth Management's IHF Position: Q1 2025 in Review

Drive Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 10,065 shares — an estimated $483K sold.

Drive Wealth Management first reported a position in IHF in Q4 2021 and held it in 13 quarters. The position peaked at $677K in Q4 2021. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

Drive Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 10,065 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $483K.
Drive Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 13 quarters.
Drive Wealth Management's iShares US Healthcare Providers ETF position peaked at $677K in Q4 2021.
192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.