Tidemark’s iShares US Healthcare Providers ETF IHF Stock Holding History

Tidemark’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 Q3	–	Sell	-375	Closed	-$18.2K	–	688
2025 Q2	$18.2K	Hold	375	–	–	0.01%	381
2025 Q1	$19.8K	Hold	375	–	–	0.01%	346
2024 Q4	$18K	Hold	375	–	–	0.01%	357
2024 Q3	$21.4K	Hold	375	–	–	0.01%	329
2024 Q2	$19.7K	Hold	375	–	–	0.01%	322
2024 Q1	$20.5K	Hold	375	–	–	0.01%	328
2023 Q4	$19.7K	Buy	+375	New	+$19K	0.01%	334

Other funds holding IHF

SFG

Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return

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

Tidemark's IHF Position: Q3 2025 in Review

Tidemark sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2025, closing a stake of 375 shares — an estimated $18.2K sold.

Tidemark first reported a position in IHF in Q4 2023 and held it in 7 quarters. The position peaked at $21.4K in Q3 2024. 193 funds tracked by Wall St. Rank hold IHF as of Q3 2025.

Tidemark reported no remaining iShares US Healthcare Providers ETF position as of Q3 2025 after selling out during the quarter.
Tidemark sold 375 iShares US Healthcare Providers ETF shares in Q3 2025, an estimated $18.2K.
Tidemark first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 7 quarters.
Tidemark's iShares US Healthcare Providers ETF position peaked at $21.4K in Q3 2024.
193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2025.

Based on Tidemark's 13F filing for Q3 2025, filed 3 Nov 2025.