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

Townsend Asset 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 Q3	–	Sell	-3,475	Closed	-$169K	–	175
2025 Q2	$169K	Hold	3,475	–	–	0.06%	122
2025 Q1	$183K	Buy	+3,475	New	+$179K	0.07%	117
2024 Q4	–	Sell	-3,475	Closed	-$198K	–	193
2024 Q3	$198K	Hold	3,475	–	–	0.07%	133
2024 Q2	$182K	Hold	3,475	–	–	0.07%	133
2024 Q1	$190K	Hold	3,475	–	–	0.08%	132
2023 Q4	$182K	Hold	3,475	–	–	0.08%	126
2023 Q3	$171K	Hold	3,475	–	–	0.09%	123
2023 Q2	$178K	Sell	3,475 -1,400	-29%	-$70.8K	0.09%	128
2023 Q1	$241K	Hold	4,875	–	–	0.12%	120
2022 Q4	$261K	Hold	4,875	–	–	0.13%	118
2022 Q3	$249K	Hold	4,875	–	–	0.14%	114
2022 Q2	$249K	Sell	4,875 -1,800	-27%	-$95.9K	0.13%	124
2022 Q1	$378K	Hold	6,675	–	–	0.18%	95
2021 Q4	$388K	Hold	6,675	–	–	0.19%	97
2021 Q3	$341K	Hold	6,675	–	–	0.18%	98
2021 Q2	$356K	Hold	6,675	–	–	0.2%	94
2021 Q1	$336K	Sell	6,675 -525	-7%	-$25.7K	0.21%	99
2020 Q4	$338K	Hold	7,200	–	–	0.23%	94
2020 Q3	$291K	Hold	7,200	–	–	0.24%	98
2020 Q2	$278K	Hold	7,200	–	–	0.22%	100
2020 Q1	$240K	Hold	7,200	–	–	0.25%	100
2019 Q4	$289K	Buy	+7,200	New	+$264K	0.23%	103

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

Townsend Asset Management's IHF Position: Q3 2025 in Review

Townsend Asset Management sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2025, closing a stake of 3,475 shares — an estimated $169K sold.

Townsend Asset Management first reported a position in IHF in Q4 2019 and held it in 22 quarters. The position peaked at $388K in Q4 2021. 193 funds tracked by Wall St. Rank hold IHF as of Q3 2025.

Townsend Asset Management reported no remaining iShares US Healthcare Providers ETF position as of Q3 2025 after selling out during the quarter.
Townsend Asset Management sold 3,475 iShares US Healthcare Providers ETF shares in Q3 2025, an estimated $169K.
Townsend Asset Management first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 22 quarters.
Townsend Asset Management's iShares US Healthcare Providers ETF position peaked at $388K in Q4 2021.
193 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2025.

Based on Townsend Asset Management's 13F filing for Q3 2025, filed 16 Oct 2025.