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Spire Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Spire Wealth 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
Q2 		$14.5K Hold
262
– – ﹤0.01% 1541
2026
Q1 		$11K Sell
262
-1
-0.4% -$46 ﹤0.01% 1588
2025
Q4 		$12.6K Buy
263
+1
+0.4% +$49 ﹤0.01% 1639
2025
Q3 		$13K Hold
262
– – ﹤0.01% 1657
2025
Q2 		$12.8K Sell
262
-1,019
-80% -$50.2K ﹤0.01% 1644
2025
Q1 		$67.7K Buy
1,281
+1
+0.1% +$51 ﹤0.01% 1181
2024
Q4 		$61.4K Buy
1,280
+1
+0.1% +$53 ﹤0.01% 1206
2024
Q3 		$73K Buy
1,279
+2
+0.2% +$112 ﹤0.01% 1016
2024
Q2 		$66.9K Sell
1,277
-194
-13% -$10.1K ﹤0.01% 1020
2024
Q1 		$80.2K Buy
1,471
+1
+0.1% +$53 ﹤0.01% 1058
2023
Q4 		$75.6K Buy
1,470
+5
+0.3% +$253 ﹤0.01% 1071
2023
Q3 		$72.2K Hold
1,465
– – ﹤0.01% 1042
2023
Q2 		$75K Hold
1,465
– – ﹤0.01% 1062
2023
Q1 		$72.5K Buy
1,465
+1,205
+463% +$61.9K ﹤0.01% 1061
2022
Q4 		$14K Hold
260
– – ﹤0.01% 1499
2022
Q3 		$13K Sell
260
-5,065
-95% -$275K ﹤0.01% 1484
2022
Q2 		$272K Sell
5,325
-820
-13% -$43.7K 0.01% 660
2022
Q1 		$348K Sell
6,145
-320
-5% -$17.6K 0.01% 680
2021
Q4 		$375K Buy
6,465
+330
+5% +$18K 0.01% 811
2021
Q3 		$314K Buy
6,135
+265
+5% +$14.1K 0.01% 734
2021
Q2 		$313K Sell
5,870
-320
-5% -$16.9K 0.01% 759
2021
Q1 		$312K Buy
+6,190
New +$303K 0.01% 842

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WWA
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EF
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FHC
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KDA
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FTS
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VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FSAG
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Wealth Enhancement Advisory Services
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TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return