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Financial Gravity Companies’s iShares US Healthcare Providers ETF IHF Stock Holding History

Financial Gravity Companies’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 		$5.59K Buy
+115
New +$5.66K ﹤0.01% 670
2024
Q4 		$29.1K Hold
606
– – 0.01% 382
2024
Q3 		$34.6K Buy
+606
New +$33.8K 0.01% 211

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
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

Financial Gravity Companies's IHF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2025: 115 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IHF as recently as Q4 2024.

Financial Gravity Companies first reported a position in IHF in Q3 2024 and has held it in 3 quarters since. The position peaked at $34.6K in Q3 2024. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

  • Financial Gravity Companies held 115 shares of iShares US Healthcare Providers ETF worth $5.59K as of Q2 2025.
  • iShares US Healthcare Providers ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #670 holding.
  • Financial Gravity Companies first reported a position in iShares US Healthcare Providers ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares US Healthcare Providers ETF position peaked at $34.6K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.