FDW
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Fourth Dimension Wealth’s iShares US Healthcare Providers ETF IHF Stock Holding History

Fourth Dimension Wealth’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 		– Sell
-200
Closed -$10.6K – 622
2025
Q1 		$10.6K Hold
200
– – 0.01% 408
2024
Q4 		$9.6K Buy
+200
New +$10.6K 0.01% 426

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

Fourth Dimension Wealth's IHF Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2025, closing a stake of 200 shares — an estimated $10.6K sold.

Fourth Dimension Wealth first reported a position in IHF in Q4 2024 and held it in 2 quarters. The position peaked at $10.6K in Q1 2025. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining iShares US Healthcare Providers ETF position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 200 iShares US Healthcare Providers ETF shares in Q2 2025, an estimated $10.6K.
  • Fourth Dimension Wealth first reported a position in iShares US Healthcare Providers ETF in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's iShares US Healthcare Providers ETF position peaked at $10.6K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.