Nalls Sherbakoff Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Nalls Sherbakoff Group’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	$41.5K	Hold	866	–	–	0.03%	219
2025 Q3	$42.8K	Hold	866	–	–	0.03%	218
2025 Q2	$42.2K	Hold	866	–	–	0.03%	216
2025 Q1	$45.7K	Buy	+866	New	+$44.5K	0.04%	193
2023 Q4	$45.5K	Hold	865	–	–	0.04%	172
2023 Q3	$42.7K	Hold	865	–	–	0.04%	165
2023 Q2	$42.4K	Hold	865	–	–	0.04%	168
2023 Q1	$42.5K	Buy	+865	New	+$44.4K	0.04%	172
2018 Q4	$28K	Buy	+855	New	+$32.4K	0.04%	193

Other funds holding IHF

Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return

BNP Paribas Financial Markets

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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