Independent Advisor Alliance’s iShares US Healthcare Providers ETF IHF Stock Holding History

Independent Advisor 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
2025 Q1	–	Sell	-5,360	Closed	-$257K	–	1076
2024 Q4	$257K	Buy	+5,360	New	+$283K	﹤0.01%	1195
2020 Q1	–	Sell	-18,535	Closed	-$744K	–	615
2019 Q4	$744K	Buy	+18,535	New	+$680K	0.03%	439

Other funds holding IHF

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

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

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

Independent Advisor Alliance's IHF Position: Q1 2025 in Review

Independent Advisor Alliance sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 5,360 shares — an estimated $257K sold.

Independent Advisor Alliance first reported a position in IHF in Q4 2019 and held it in 2 quarters. The position peaked at $744K in Q4 2019. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

Independent Advisor Alliance reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 5,360 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $257K.
Independent Advisor Alliance first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 2 quarters.
Independent Advisor Alliance's iShares US Healthcare Providers ETF position peaked at $744K in Q4 2019.
192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.