EP Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

EP Wealth Advisors’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 Q2	$189K	Buy	3,875 +125	+3%	+$6.16K	﹤0.01%	1270
2025 Q1	$198K	Hold	3,750	–	–	﹤0.01%	1139
2024 Q4	$180K	Sell	3,750 -115	-3%	-$6.07K	﹤0.01%	1107
2024 Q3	$221K	Hold	3,865	–	–	﹤0.01%	994
2024 Q2	$203K	Sell	3,865 -175	-4%	-$9.15K	﹤0.01%	757
2024 Q1	$220K	Sell	4,040 -360	-8%	-$19.1K	﹤0.01%	710
2023 Q4	$231K	Sell	4,400 -100	-2%	-$5.07K	﹤0.01%	682
2023 Q3	$221K	Sell	4,500 -98,635	-96%	-$5.01M	﹤0.01%	637
2023 Q2	$232K	Buy	103,135 +93,205	+939%	+$4.71M	﹤0.01%	620
2023 Q1	$605K	Buy	9,930 +5,290	+114%	+$272K	0.01%	381
2022 Q4	$248K	Buy	+4,640	New	+$249K	﹤0.01%	505

Other funds holding IHF

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

EP Wealth Advisors's IHF Position: Q2 2025 in Review

EP Wealth Advisors increased its iShares US Healthcare Providers ETF (IHF) stake by 3.3% in Q2 2025, buying an estimated $6.16K and bringing the position to 3,875 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

EP Wealth Advisors first reported a position in IHF in Q4 2022 and has held it in 11 quarters since. The position peaked at $605K in Q1 2023. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

EP Wealth Advisors held 3,875 shares of iShares US Healthcare Providers ETF worth $189K as of Q2 2025.
EP Wealth Advisors bought 125 iShares US Healthcare Providers ETF shares in Q2 2025, an estimated $6.16K.
iShares US Healthcare Providers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1270 holding.
EP Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and has held it in 11 quarters since.
EP Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $605K in Q1 2023.
199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.