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Stratos Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Stratos Wealth Advisors’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
2024
Q4 		– Sell
-4,075
Closed -$233K – 747
2024
Q3 		$233K Buy
+4,075
New +$227K 0.01% 673

Other funds holding IHF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Advisors's IHF Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 4,075 shares — an estimated $233K sold.

Stratos Wealth Advisors first reported a position in IHF in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 4,075 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $233K.
  • Stratos Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2024 and held it in 1 quarter.
  • Stratos Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $233K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.