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

Lifeworks 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
2025
Q3 		– Sell
-19,176
Closed -$933K – 333
2025
Q2 		$933K Buy
+19,176
New +$944K 0.14% 131

Other funds holding IHF

SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lifeworks Advisors's IHF Position: Q3 2025 in Review

Lifeworks Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2025, closing a stake of 19,176 shares — an estimated $933K sold.

Lifeworks Advisors first reported a position in IHF in Q2 2025 and held it in 1 quarter. The position peaked at $933K in Q2 2025. 193 funds tracked by Wall St. Rank hold IHF as of Q3 2025.

  • Lifeworks Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q3 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 19,176 iShares US Healthcare Providers ETF shares in Q3 2025, an estimated $933K.
  • Lifeworks Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2025 and held it in 1 quarter.
  • Lifeworks Advisors's iShares US Healthcare Providers ETF position peaked at $933K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2025.

Based on Lifeworks Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.