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

Pathway Financial Advisers’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	-1,316	Closed	-$65K	–	246
2025 Q3	$65K	Buy	+1,316	New	+$60.1K	0.02%	215
2025 Q1	–	Sell	-1,309	Closed	-$62.8K	–	277
2024 Q4	$62.8K	Buy	1,309 +3	+0.2%	+$158	0.02%	217
2024 Q3	$74.6K	Buy	1,306 +2	+0.2%	+$112	0.03%	164
2024 Q2	$68.3K	Buy	1,304 +2	+0.2%	+$105	0.02%	206
2024 Q1	$71K	Buy	1,302 +2	+0.2%	+$106	0.03%	207
2023 Q4	$68.3K	Buy	1,300 +5	+0.4%	+$253	0.03%	204
2023 Q3	$63.7K	Buy	+1,295	New	+$65.7K	0.03%	214
2023 Q1	$64K	Buy	1,295 +5	+0.4%	+$257	0.03%	216
2022 Q4	$69.2K	Buy	+1,290	New	+$69.3K	0.03%	219

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

Pathway Financial Advisers's IHF Position: Q4 2025 in Review

Pathway Financial Advisers sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2025, closing a stake of 1,316 shares — an estimated $65K sold.

Pathway Financial Advisers first reported a position in IHF in Q4 2022 and held it in 9 quarters. The position peaked at $74.6K in Q3 2024. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2025.

Pathway Financial Advisers reported no remaining iShares US Healthcare Providers ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,316 iShares US Healthcare Providers ETF shares in Q4 2025, an estimated $65K.
Pathway Financial Advisers first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's iShares US Healthcare Providers ETF position peaked at $74.6K in Q3 2024.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.