Thrive Capital Management (Pennsylvania)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Thrive Capital Management (Pennsylvania)’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	-7,682	Closed	-$439K	–	130
2024 Q3	$439K	Sell	7,682 -97	-1%	-$5.41K	0.21%	132
2024 Q2	$408K	Buy	+7,779	New	+$407K	0.19%	139
2024 Q1	–	Sell	-30,960	Closed	-$1.63M	–	159
2023 Q4	$1.63M	Sell	30,960 -1,750	-5%	-$88.7K	0.87%	40
2023 Q3	$1.61M	Buy	32,710 +6,405	+24%	+$325K	0.89%	38
2023 Q2	$1.35M	Sell	26,305 -1,305	-5%	-$66K	0.77%	42
2023 Q1	$1.35M	Sell	27,610 -935	-3%	-$48K	0.85%	36
2022 Q4	$1.53M	Sell	28,545 -4,095	-13%	-$220K	1%	30
2022 Q3	$1.67M	Sell	32,640 -1,895	-5%	-$103K	1.13%	25
2022 Q2	$1.76M	Sell	34,535 -1,625	-4%	-$86.5K	1.22%	25
2022 Q1	$2.05M	Buy	36,160 +12,695	+54%	+$696K	1.23%	25
2021 Q4	$1.36M	Buy	+23,465	New	+$1.28M	0.89%	27

Other funds holding IHF

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s IHF Position: Q4 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 7,682 shares — an estimated $439K sold.

Thrive Capital Management (Pennsylvania) first reported a position in IHF in Q4 2021 and held it in 11 quarters. The position peaked at $2.05M in Q1 2022. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

Thrive Capital Management (Pennsylvania) reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 7,682 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $439K.
Thrive Capital Management (Pennsylvania) first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 11 quarters.
Thrive Capital Management (Pennsylvania)'s iShares US Healthcare Providers ETF position peaked at $2.05M in Q1 2022.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2024, filed 13 Feb 2025.