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Global Financial Private Client’s iShares US Healthcare Providers ETF IHF Stock Holding History

Global Financial Private Client’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
-944
Closed -$49.8K – 860
2025
Q1 		$49.8K Sell
944
-1
-0.1% -$51 0.02% 328
2024
Q4 		$45.4K Hold
945
– – 0.02% 328
2024
Q3 		$54K Sell
945
-19
-2% -$1.06K 0.02% 314
2024
Q2 		$50.5K Sell
964
-10,147
-91% -$531K 0.02% 299
2024
Q1 		$602K Buy
11,111
+841
+8% +$44.7K 0.26% 102
2023
Q4 		$539K Buy
10,270
+715
+7% +$36.2K 0.25% 102
2023
Q3 		$473K Sell
9,555
-50
-0.5% -$2.54K 0.24% 95
2023
Q2 		$489K Buy
9,605
+220
+2% +$11.1K 0.24% 100
2023
Q1 		$475K Sell
9,385
-2,845
-23% -$146K 0.24% 100
2022
Q4 		$655K Buy
12,230
+280
+2% +$15K 0.37% 67
2022
Q3 		$626K Sell
11,950
-165
-1% -$8.94K 0.36% 68
2022
Q2 		$631K Buy
12,115
+1,185
+11% +$63.1K 0.36% 68
2022
Q1 		$625K Buy
10,930
+760
+7% +$41.7K 0.3% 75
2021
Q4 		$590K Sell
10,170
-210
-2% -$11.5K 0.29% 81
2021
Q3 		$531K Buy
10,380
+490
+5% +$26.1K 0.27% 93
2021
Q2 		$531K Buy
9,890
+970
+11% +$51.2K 0.3% 83
2021
Q1 		$447K Buy
8,920
+305
+4% +$14.9K 0.32% 73
2020
Q4 		$404K Buy
8,615
+975
+13% +$43.3K 0.32% 66
2020
Q3 		$309K Sell
7,640
-630
-8% -$25.5K 0.27% 72
2020
Q2 		$322K Buy
8,270
+780
+10% +$29.4K 0.28% 76
2020
Q1 		$238K Buy
7,490
+205
+3% +$7.76K 0.25% 89
2019
Q4 		$293K Buy
+7,285
New +$267K 0.25% 91

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

Global Financial Private Client's IHF Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2025, closing a stake of 944 shares — an estimated $49.8K sold.

Global Financial Private Client first reported a position in IHF in Q4 2019 and held it in 22 quarters. The position peaked at $655K in Q4 2022. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares US Healthcare Providers ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 944 iShares US Healthcare Providers ETF shares in Q2 2025, an estimated $49.8K.
  • Global Financial Private Client first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares US Healthcare Providers ETF position peaked at $655K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.