IFG
IHF icon

Independent Financial Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Independent Financial Group’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
2023
Q1 		– Sell
-4,735
Closed -$254K – 856
2022
Q4 		$254K Buy
4,735
+175
+4% +$9.4K 0.02% 621
2022
Q3 		$233K Buy
4,560
+285
+7% +$15.4K 0.02% 615
2022
Q2 		$218K Buy
+4,275
New +$228K 0.02% 614

Other funds holding IHF

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Financial Group's IHF Position: Q1 2023 in Review

Independent Financial Group sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 4,735 shares — an estimated $254K sold.

Independent Financial Group first reported a position in IHF in Q2 2022 and held it in 3 quarters. The position peaked at $254K in Q4 2022. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

  • Independent Financial Group reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
  • Independent Financial Group sold 4,735 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $254K.
  • Independent Financial Group first reported a position in iShares US Healthcare Providers ETF in Q2 2022 and held it in 3 quarters.
  • Independent Financial Group's iShares US Healthcare Providers ETF position peaked at $254K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.