Sebold Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Sebold Capital 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
2025 Q2	$284K	Hold	5,843	–	–	0.18%	66
2025 Q1	$309K	Sell	5,843 -1,187	-17%	-$61K	0.2%	55
2024 Q4	$337K	Hold	7,030	–	–	0.23%	48
2024 Q3	$401K	Hold	7,030	–	–	0.26%	42
2024 Q2	$369K	Hold	7,030	–	–	0.25%	45
2024 Q1	$383K	Hold	7,030	–	–	0.26%	49
2023 Q4	$369K	Hold	7,030	–	–	0.27%	48
2023 Q3	$346K	Sell	7,030 -195	-3%	-$9.9K	0.28%	50
2023 Q2	$370K	Hold	7,225	–	–	0.29%	47
2023 Q1	$357K	Hold	7,225	–	–	0.28%	48
2022 Q4	$387K	Buy	+7,225	New	+$388K	0.32%	45

Other funds holding IHF

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Sebold Capital Management's IHF Position: Q2 2025 in Review

Sebold Capital Management held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2025 at 5,843 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #66.

Sebold Capital Management first reported a position in IHF in Q4 2022 and has held it in 11 quarters since. The position peaked at $401K in Q3 2024. 199 funds tracked by Wall St. Rank hold IHF as of Q2 2025.

Sebold Capital Management held 5,843 shares of iShares US Healthcare Providers ETF worth $284K as of Q2 2025.
Sebold Capital Management left its iShares US Healthcare Providers ETF share count unchanged in Q2 2025.
iShares US Healthcare Providers ETF made up 0.18% of Sebold Capital Management's portfolio in Q2 2025, its #66 holding.
Sebold Capital Management first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's iShares US Healthcare Providers ETF position peaked at $401K in Q3 2024.
199 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.