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Schwarz Dygos Wheeler Investment Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q2 		– Sell
-11,621
Closed -$614K – 161
2025
Q1 		$614K Hold
11,621
– – 0.15% 96
2024
Q4 		$558K Buy
+11,621
New +$613K 0.14% 100

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's IHF Position: Q2 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2025, closing a stake of 11,621 shares — an estimated $614K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IHF in Q4 2024 and held it in 2 quarters. The position peaked at $614K in Q1 2025. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q2 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 11,621 iShares US Healthcare Providers ETF shares in Q2 2025, an estimated $614K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2024 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's iShares US Healthcare Providers ETF position peaked at $614K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.