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

Stonegate 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 Q4	–	Sell	-16,000	Closed	-$790K	–	23
2025 Q3	$790K	Buy	+16,000	New	+$731K	0.52%	39

Other funds holding IHF

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonegate Management's IHF Position: Q4 2025 in Review

Stonegate Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2025, closing a stake of 16,000 shares — an estimated $790K sold.

Stonegate Management first reported a position in IHF in Q3 2025 and held it in 1 quarter. The position peaked at $790K in Q3 2025. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2025.

Stonegate Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 16,000 iShares US Healthcare Providers ETF shares in Q4 2025, an estimated $790K.
Stonegate Management first reported a position in iShares US Healthcare Providers ETF in Q3 2025 and held it in 1 quarter.
Stonegate Management's iShares US Healthcare Providers ETF position peaked at $790K in Q3 2025.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.