Founders Financial Alliance’s iShares US Healthcare Providers ETF IHF Stock Holding History

Founders Financial Alliance’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
2024 Q4	–	Sell	-531	Closed	-$30.3K	–	589
2024 Q3	$30.3K	Hold	531	–	–	0.01%	424
2024 Q2	$27.9K	Sell	531 -582	-52%	-$30.4K	0.01%	416
2024 Q1	$60.7K	Sell	1,113 -2	-0.2%	-$106	0.02%	366
2023 Q4	$58.5K	Hold	1,115	–	–	0.02%	328
2023 Q3	$54.8K	Hold	1,115	–	–	0.02%	313
2023 Q2	$57K	Buy	1,115 +1,065	+2,130%	+$53.8K	0.02%	334
2023 Q1	$2.47K	Sell	50 -1,205	-96%	-$61.9K	﹤0.01%	439
2022 Q4	$67.2K	Sell	1,255 -25	-2%	-$1.34K	0.03%	296
2022 Q3	$65K	Buy	1,280 +215	+20%	+$11.7K	0.03%	294
2022 Q2	$54K	Hold	1,065	–	–	0.03%	324
2022 Q1	$60K	Hold	1,065	–	–	0.03%	306
2021 Q4	$62K	Buy	1,065 +5	+0.5%	+$273	0.02%	343
2021 Q3	$54K	Hold	1,060	–	–	0.03%	327
2021 Q2	$57K	Hold	1,060	–	–	0.03%	334
2021 Q1	$58K	Hold	1,060	–	–	0.03%	317
2020 Q4	$50K	Buy	1,060 +5	+0.5%	+$222	0.03%	295
2020 Q3	$45K	Buy	+1,055	New	+$42.6K	0.03%	403

Other funds holding IHF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Founders Financial Alliance's IHF Position: Q4 2024 in Review

Founders Financial Alliance sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 531 shares — an estimated $30.3K sold.

Founders Financial Alliance first reported a position in IHF in Q3 2020 and held it in 17 quarters. The position peaked at $67.2K in Q4 2022. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

Founders Financial Alliance reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
Founders Financial Alliance sold 531 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $30.3K.
Founders Financial Alliance first reported a position in iShares US Healthcare Providers ETF in Q3 2020 and held it in 17 quarters.
Founders Financial Alliance's iShares US Healthcare Providers ETF position peaked at $67.2K in Q4 2022.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.