WR Wealth Planners’s iShares US Healthcare Providers ETF IHF Stock Holding History

WR Wealth Planners’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	-135	Closed	-$7.71K	–	1147
2024 Q3	$7.71K	Hold	135	–	–	﹤0.01%	670
2024 Q2	$7.08K	Hold	135	–	–	﹤0.01%	660
2024 Q1	$7.36K	Buy	+135	New	+$7.17K	﹤0.01%	649
2023 Q4	–	Sell	-135	Closed	-$6.64K	–	508
2023 Q3	$6.64K	Hold	135	–	–	﹤0.01%	633
2023 Q2	$6.91K	Hold	135	–	–	﹤0.01%	630
2023 Q1	$6.67K	Hold	135	–	–	﹤0.01%	642
2022 Q4	$7.23K	Hold	135	–	–	﹤0.01%	298
2022 Q3	$6.9K	Hold	135	–	–	﹤0.01%	291
2022 Q2	$6.9K	Hold	135	–	–	﹤0.01%	318
2022 Q1	$7.64K	Buy	+135	New	+$7.41K	﹤0.01%	324

Other funds holding IHF

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

WR Wealth Planners's IHF Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2024, closing a stake of 135 shares — an estimated $7.71K sold.

WR Wealth Planners first reported a position in IHF in Q1 2022 and held it in 10 quarters. The position peaked at $7.71K in Q3 2024. 198 funds tracked by Wall St. Rank hold IHF as of Q4 2024.

WR Wealth Planners reported no remaining iShares US Healthcare Providers ETF position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 135 iShares US Healthcare Providers ETF shares in Q4 2024, an estimated $7.71K.
WR Wealth Planners first reported a position in iShares US Healthcare Providers ETF in Q1 2022 and held it in 10 quarters.
WR Wealth Planners's iShares US Healthcare Providers ETF position peaked at $7.71K in Q3 2024.
198 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.