JFS Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

JFS Wealth Advisors’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
2024 Q4	–	Sell	-495	Closed	-$28.3K	–	1971
2024 Q3	$28.3K	Hold	495	–	–	﹤0.01%	569
2024 Q2	$25.9K	Hold	495	–	–	﹤0.01%	545
2024 Q1	$27K	Hold	495	–	–	﹤0.01%	563
2023 Q4	$26K	Buy	495 +10	+2%	+$507	﹤0.01%	530
2023 Q3	$23.9K	Buy	485 +480	+9,600%	+$24.4K	﹤0.01%	499
2023 Q2	$256	Hold	5	–	–	﹤0.01%	1849
2023 Q1	$248	Hold	5	–	–	﹤0.01%	1802
2022 Q4	$268	Hold	5	–	–	﹤0.01%	1811
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1816
2022 Q2	$0	Sell	5 -350	-99%	-$18.6K	﹤0.01%	1832
2022 Q1	$20K	Hold	355	–	–	﹤0.01%	606
2021 Q4	$21K	Hold	355	–	–	﹤0.01%	556
2021 Q3	$18K	Buy	+355	New	+$18.9K	﹤0.01%	557

Other funds holding IHF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

JFS Wealth Advisors's IHF Position: Q4 2024 in Review

JFS Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 495 shares — an estimated $28.3K sold.

JFS Wealth Advisors first reported a position in IHF in Q3 2021 and held it in 13 quarters. The position peaked at $28.3K in Q3 2024. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

JFS Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 495 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $28.3K.
JFS Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2021 and held it in 13 quarters.
JFS Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $28.3K in Q3 2024.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.