L.J. Altfest & Co’s iShares US Healthcare Providers ETF IHF Stock Holding History

L.J. Altfest & Co’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	-101,579	Closed	-$5.02M	–	351
2025 Q3	$5.02M	Sell	101,579 -5,468	-5%	-$250K	0.56%	42
2025 Q2	$5.21M	Buy	+107,047	New	+$5.27M	0.61%	37

Other funds holding IHF

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

L.J. Altfest & Co's IHF Position: Q4 2025 in Review

L.J. Altfest & Co sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2025, closing a stake of 101,579 shares — an estimated $5.02M sold.

L.J. Altfest & Co first reported a position in IHF in Q2 2025 and held it in 2 quarters. The position peaked at $5.21M in Q2 2025. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2025.

L.J. Altfest & Co reported no remaining iShares US Healthcare Providers ETF position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 101,579 iShares US Healthcare Providers ETF shares in Q4 2025, an estimated $5.02M.
L.J. Altfest & Co first reported a position in iShares US Healthcare Providers ETF in Q2 2025 and held it in 2 quarters.
L.J. Altfest & Co's iShares US Healthcare Providers ETF position peaked at $5.21M in Q2 2025.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.