Wealthspire Advisors (New York)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wealthspire Advisors (New York)’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	-2,140	Closed	-$106K	–	1919
2025 Q3	$106K	Buy	+2,140	New	+$97.8K	﹤0.01%	992
2023 Q1	–	Sell	-5,095	Closed	-$273K	–	561
2022 Q4	$273K	Buy	5,095 +5	+0.1%	+$269	0.01%	476
2022 Q3	$260K	Buy	5,090 +5	+0.1%	+$271	0.01%	437
2022 Q2	$260K	Buy	5,085 +500	+11%	+$26.6K	0.01%	431
2022 Q1	$259K	Buy	4,585 +5	+0.1%	+$274	0.01%	375
2021 Q4	$266K	Sell	4,580 -495	-10%	-$27K	0.01%	444
2021 Q3	$260K	Buy	5,075 +505	+11%	+$26.9K	0.01%	485
2021 Q2	$244K	Hold	4,570	–	–	0.01%	326
2021 Q1	$230K	Buy	+4,570	New	+$223K	0.01%	633

Other funds holding IHF

SFG

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

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

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

EPA

Element Pointe Advisors Miami, Florida $621M AUM 21.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KWM

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

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

Wealthspire Advisors (New York)'s IHF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2025, closing a stake of 2,140 shares — an estimated $106K sold.

Wealthspire Advisors (New York) first reported a position in IHF in Q1 2021 and held it in 9 quarters. The position peaked at $273K in Q4 2022. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares US Healthcare Providers ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,140 iShares US Healthcare Providers ETF shares in Q4 2025, an estimated $106K.
Wealthspire Advisors (New York) first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and held it in 9 quarters.
Wealthspire Advisors (New York)'s iShares US Healthcare Providers ETF position peaked at $273K in Q4 2022.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.