EP Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $198K | Hold |
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|
2024
Q4 | $180K | Sell |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $248K | Buy |
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