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O'Shaughnessy Asset Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q1 		$25.7K Hold
613
– – ﹤0.01% 2320
2025
Q4 		$29.4K Buy
613
+363
+145% +$17.8K ﹤0.01% 2300
2025
Q3 		$12.3K Hold
250
– – ﹤0.01% 2335
2025
Q2 		$12.2K Hold
250
– – ﹤0.01% 2171
2025
Q1 		$13.2K Hold
250
– – ﹤0.01% 2101
2024
Q4 		$12K Hold
250
– – ﹤0.01% 2055
2024
Q3 		$14.2K Hold
250
– – ﹤0.01% 1976
2024
Q2 		$13.1K Hold
250
– – ﹤0.01% 1827
2024
Q1 		$13.6K Hold
250
– – ﹤0.01% 1756
2023
Q4 		$13.1K Hold
250
– – ﹤0.01% 1634
2023
Q3 		$12.3K Buy
250
+30
+14% +$1.52K ﹤0.01% 1537
2023
Q2 		$11.3K Hold
220
– – ﹤0.01% 1433
2023
Q1 		$10.9K Sell
220
-85
-28% -$4.37K ﹤0.01% 1416
2022
Q4 		$16.3K Sell
305
-50
-14% -$2.69K ﹤0.01% 1312
2022
Q3 		$18K Hold
355
– – ﹤0.01% 1273
2022
Q2 		$18K Sell
355
-15
-4% -$799 ﹤0.01% 1202
2022
Q1 		$21K Hold
370
– – ﹤0.01% 1217
2021
Q4 		$21K Buy
+370
New +$20.2K ﹤0.01% 1213

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return