Lee, Danner & Bass’s iShares US Healthcare Providers ETF IHF Stock Holding History

Lee, Danner & Bass’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	-50	Closed	-$2.4K	–	461
2024 Q4	$2.4K	Buy	+50	New	+$2.64K	﹤0.01%	661

Other funds holding IHF

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

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

Lee, Danner & Bass's IHF Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 50 shares — an estimated $2.4K sold.

Lee, Danner & Bass first reported a position in IHF in Q4 2024 and held it in 1 quarter. The position peaked at $2.4K in Q4 2024. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

Lee, Danner & Bass reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 50 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $2.4K.
Lee, Danner & Bass first reported a position in iShares US Healthcare Providers ETF in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's iShares US Healthcare Providers ETF position peaked at $2.4K in Q4 2024.
192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.