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Sigma Planning Corp’s iShares US Healthcare Providers ETF IHF Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-4,646
Closed -$223K – 1244
2024
Q4 		$223K Sell
4,646
-1,028
-18% -$54.3K 0.01% 1046
2024
Q3 		$324K Buy
+5,674
New +$317K 0.01% 926
2023
Q3 		– Sell
-4,385
Closed -$225K – 1251
2023
Q2 		$225K Sell
4,385
-1,810
-29% -$91.5K 0.01% 1055
2023
Q1 		$307K Sell
6,195
-4,530
-42% -$233K 0.01% 994
2022
Q4 		$574K Buy
10,725
+2,315
+28% +$124K 0.02% 715
2022
Q3 		$430K Buy
8,410
+840
+11% +$45.5K 0.02% 794
2022
Q2 		$387K Buy
7,570
+290
+4% +$15.4K 0.01% 862
2022
Q1 		$412K Buy
7,280
+760
+12% +$41.7K 0.01% 922
2021
Q4 		$379K Buy
6,520
+5
+0.1% +$273 0.01% 968
2021
Q3 		$333K Buy
6,515
+160
+3% +$8.53K 0.01% 1007
2021
Q2 		$339K Buy
6,355
+630
+11% +$33.3K 0.01% 1020
2021
Q1 		$288K Buy
5,725
+30
+0.5% +$1.47K 0.01% 1014
2020
Q4 		$267K Sell
5,695
-11,955
-68% -$531K 0.01% 965
2020
Q3 		$713K Sell
17,650
-11,680
-40% -$472K 0.03% 491
2020
Q2 		$1.13M Buy
29,330
+1,355
+5% +$51.1K 0.05% 355
2020
Q1 		$933K Buy
27,975
+335
+1% +$12.7K 0.06% 336
2019
Q4 		$1.11M Sell
27,640
-375
-1% -$13.8K 0.05% 377
2019
Q3 		$906K Buy
28,015
+485
+2% +$16.7K 0.04% 397
2019
Q2 		$944K Buy
27,530
+19,070
+225% +$634K 0.05% 352
2019
Q1 		$284K Sell
8,460
-3,375
-29% -$118K 0.02% 704
2018
Q4 		$391K Sell
11,835
-120
-1% -$4.55K 0.03% 516
2018
Q3 		$478K Buy
11,955
+3,040
+34% +$115K 0.03% 496
2018
Q2 		$313K Buy
+8,915
New +$303K 0.02% 626
2016
Q4 		– Sell
-10,030
Closed -$249K – 779
2016
Q3 		$249K Buy
10,030
+340
+4% +$8.55K 0.03% 572
2016
Q2 		$247K Buy
9,690
+180
+2% +$4.51K 0.03% 547
2016
Q1 		$232K Sell
9,510
-320
-3% -$7.46K 0.03% 543
2015
Q4 		$244K Buy
+9,830
New +$244K 0.03% 528

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's IHF Position: Q1 2025 in Review

Sigma Planning Corp sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2025, closing a stake of 4,646 shares — an estimated $223K sold.

Sigma Planning Corp first reported a position in IHF in Q4 2015 and held it in 27 quarters. The position peaked at $1.13M in Q2 2020. 192 funds tracked by Wall St. Rank hold IHF as of Q1 2025.

  • Sigma Planning Corp reported no remaining iShares US Healthcare Providers ETF position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,646 iShares US Healthcare Providers ETF shares in Q1 2025, an estimated $223K.
  • Sigma Planning Corp first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 27 quarters.
  • Sigma Planning Corp's iShares US Healthcare Providers ETF position peaked at $1.13M in Q2 2020.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.