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King Wealth Management Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

King Wealth Management 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
2025
Q1 		– Sell
-20,000
Closed -$960K – 161
2024
Q4 		$960K Buy
+20,000
New +$1.06M 0.14% 66

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

King Wealth Management Group's IHF Position: Q1 2025 in Review

King Wealth Management Group sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 20,000 shares — an estimated $960K sold.

King Wealth Management Group first reported a position in IHF in Q4 2024 and held it in 1 quarter. The position peaked at $960K in Q4 2024. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

  • King Wealth Management Group reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
  • King Wealth Management Group sold 20,000 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $960K.
  • King Wealth Management Group first reported a position in iShares US Healthcare Providers ETF in Q4 2024 and held it in 1 quarter.
  • King Wealth Management Group's iShares US Healthcare Providers ETF position peaked at $960K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on King Wealth Management Group's 13F filing for Q1 2025, filed 8 May 2025.