EP Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
3,875
+125
| +3% | +$6.08K | ﹤0.01% | 1270 |
|
|
2025
Q1 | $198K | Hold |
3,750
| – | – | ﹤0.01% | 1139 |
|
|
2024
Q4 | $180K | Sell |
3,750
-115
| -3% | -$5.52K | ﹤0.01% | 1107 |
|
|
2024
Q3 | $221K | Hold |
3,865
| – | – | ﹤0.01% | 994 |
|
|
2024
Q2 | $203K | Sell |
3,865
-175
| -4% | -$9.17K | ﹤0.01% | 757 |
|
|
2024
Q1 | $220K | Sell |
4,040
-360
| -8% | -$19.6K | ﹤0.01% | 710 |
|
|
2023
Q4 | $231K | Sell |
4,400
-100
| -2% | -$5.25K | ﹤0.01% | 682 |
|
|
2023
Q3 | $221K | Sell |
4,500
-98,635
| -96% | -$4.85M | ﹤0.01% | 637 |
|
|
2023
Q2 | $232K | Buy |
103,135
+93,205
| +939% | +$210K | ﹤0.01% | 620 |
|
|
2023
Q1 | $605K | Buy |
9,930
+5,290
| +114% | +$322K | 0.01% | 381 |
|
|
2022
Q4 | $248K | Buy |
+4,640
| New | +$248K | ﹤0.01% | 505 |
|