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Steph & Co’s iShares US Healthcare Providers ETF IHF Stock Holding History

Steph & Co’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
-4,568
Closed -$226K – 324
2025
Q3 		$226K Buy
+4,568
New +$209K 0.07% 99

Other funds holding IHF

SFG
Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steph & Co's IHF Position: Q4 2025 in Review

Steph & Co sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2025, closing a stake of 4,568 shares — an estimated $226K sold.

Steph & Co first reported a position in IHF in Q3 2025 and held it in 1 quarter. The position peaked at $226K in Q3 2025. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2025.

  • Steph & Co reported no remaining iShares US Healthcare Providers ETF position as of Q4 2025 after selling out during the quarter.
  • Steph & Co sold 4,568 iShares US Healthcare Providers ETF shares in Q4 2025, an estimated $226K.
  • Steph & Co first reported a position in iShares US Healthcare Providers ETF in Q3 2025 and held it in 1 quarter.
  • Steph & Co's iShares US Healthcare Providers ETF position peaked at $226K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2025.

Based on Steph & Co's 13F filing for Q4 2025, filed 23 Jan 2026.