Meridian Financial’s iShares US Healthcare Providers ETF IHF Stock Holding History

Meridian Financial’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	-4,265	Closed	-$211K	–	142
2025 Q3	$211K	Sell	4,265 -2,000	-32%	-$91.4K	0.12%	138
2025 Q2	$305K	Sell	6,265 -800	-11%	-$39.4K	0.2%	93
2025 Q1	$373K	Hold	7,065	–	–	0.26%	74
2024 Q4	$339K	Sell	7,065 -875	-11%	-$46.2K	0.23%	77
2024 Q3	$453K	Sell	7,940 -200	-2%	-$11.2K	0.3%	64
2024 Q2	$427K	Hold	8,140	–	–	0.31%	62
2024 Q1	$444K	Hold	8,140	–	–	0.33%	58
2023 Q4	$427K	Hold	8,140	–	–	0.34%	59
2023 Q3	$401K	Sell	8,140 -125	-2%	-$6.34K	0.37%	52
2023 Q2	$423K	Hold	8,265	–	–	0.38%	53
2023 Q1	$409K	Hold	8,265	–	–	0.4%	53
2022 Q4	$443K	Hold	8,265	–	–	0.47%	46
2022 Q3	$422K	Hold	8,265	–	–	0.49%	47
2022 Q2	$422K	Hold	8,265	–	–	0.48%	49
2022 Q1	$468K	Hold	8,265	–	–	0.49%	44
2021 Q4	$480K	Buy	+8,265	New	+$451K	0.45%	47

Other funds holding IHF

SFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meridian Financial's IHF Position: Q4 2025 in Review

Meridian Financial sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2025, closing a stake of 4,265 shares — an estimated $211K sold.

Meridian Financial first reported a position in IHF in Q4 2021 and held it in 16 quarters. The position peaked at $480K in Q4 2021. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2025.

Meridian Financial reported no remaining iShares US Healthcare Providers ETF position as of Q4 2025 after selling out during the quarter.
Meridian Financial sold 4,265 iShares US Healthcare Providers ETF shares in Q4 2025, an estimated $211K.
Meridian Financial first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 16 quarters.
Meridian Financial's iShares US Healthcare Providers ETF position peaked at $480K in Q4 2021.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2025.

Based on Meridian Financial's 13F filing for Q4 2025, filed 23 Jan 2026.