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Kozak & Associates’s iShares US Healthcare Providers ETF IHF Stock Holding History

Kozak & Associates’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
-258
Closed -$14.5K – 458
2024
Q3 		$14.5K Buy
258
+1
+0.4% +$56 ﹤0.01% 205
2024
Q2 		$13.3K Hold
257
– – ﹤0.01% 208
2024
Q1 		$13.8K Buy
257
+2
+0.8% +$106 ﹤0.01% 209
2023
Q4 		$13.5K Sell
255
-405
-61% -$20.5K ﹤0.01% 209
2023
Q3 		$33.1K Sell
660
-5
-0.8% -$254 0.01% 163
2023
Q2 		$33.9K Hold
665
– – 0.01% 157
2023
Q1 		$32.9K Hold
665
– – 0.01% 167
2022
Q4 		$36K Hold
665
– – 0.02% 163
2022
Q3 		$34K Sell
665
-95
-13% -$5.15K 0.02% 160
2022
Q2 		$39K Sell
760
-950
-56% -$50.6K 0.03% 161
2022
Q1 		$94K Hold
1,710
– – 0.06% 119
2021
Q4 		$94K Buy
1,710
+5
+0.3% +$273 0.06% 119
2021
Q3 		$95K Buy
+1,705
New +$90.9K 0.06% 115

Other funds holding IHF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates's IHF Position: Q4 2024 in Review

Kozak & Associates sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 258 shares — an estimated $14.5K sold.

Kozak & Associates first reported a position in IHF in Q3 2021 and held it in 13 quarters. The position peaked at $95K in Q3 2021. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

  • Kozak & Associates reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
  • Kozak & Associates sold 258 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $14.5K.
  • Kozak & Associates first reported a position in iShares US Healthcare Providers ETF in Q3 2021 and held it in 13 quarters.
  • Kozak & Associates's iShares US Healthcare Providers ETF position peaked at $95K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.