IWC
IHF icon

Integrated Wealth Concepts’s iShares US Healthcare Providers ETF IHF Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-4,445
Closed -$220K – 1835
2025
Q3 		$220K Buy
4,445
+200
+5% +$9.14K ﹤0.01% 1804
2025
Q2 		$207K Hold
4,245
– – ﹤0.01% 1759
2025
Q1 		$224K Buy
4,245
+1
+0% +$51 ﹤0.01% 1566
2024
Q4 		$204K Sell
4,244
-634
-13% -$33.5K ﹤0.01% 1593
2024
Q3 		$279K Buy
4,878
+2
+0% +$112 ﹤0.01% 1389
2024
Q2 		$256K Sell
4,876
-3,154
-39% -$165K ﹤0.01% 1405
2024
Q1 		$438K Buy
8,030
+640
+9% +$34K 0.01% 1109
2023
Q4 		$388K Buy
7,390
+2,515
+52% +$127K 0.01% 1114
2023
Q3 		$240K Hold
4,875
– – ﹤0.01% 1334
2023
Q2 		$249K Buy
4,875
+610
+14% +$30.8K ﹤0.01% 1318
2023
Q1 		$211K Buy
+4,265
New +$219K ﹤0.01% 1204

Other funds holding IHF

SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return