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20/20 Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

20/20 Capital 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
2021
Q2 		$2.22M Buy
41,685
+3,380
+9% +$179K 0.58% 41
2021
Q1 		$1.93M Buy
38,305
+4,445
+13% +$217K 0.56% 43
2020
Q4 		$1.64M Buy
33,860
+25,110
+287% +$1.11M 0.48% 50
2020
Q3 		$353K Buy
+8,750
New +$354K 0.13% 110

Other funds holding IHF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

20/20 Capital Management's IHF Position: Q2 2021 in Review

20/20 Capital Management increased its iShares US Healthcare Providers ETF (IHF) stake by 8.8% in Q2 2021, buying an estimated $179K and bringing the position to 41,685 shares worth $2.22M. The position accounts for 0.58% of the portfolio, ranked #41.

20/20 Capital Management first reported a position in IHF in Q3 2020 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold IHF as of Q2 2021.

  • 20/20 Capital Management held 41,685 shares of iShares US Healthcare Providers ETF worth $2.22M as of Q2 2021.
  • 20/20 Capital Management bought 3,380 iShares US Healthcare Providers ETF shares in Q2 2021, an estimated $179K.
  • iShares US Healthcare Providers ETF made up 0.58% of 20/20 Capital Management's portfolio in Q2 2021, its #41 holding.
  • 20/20 Capital Management first reported a position in iShares US Healthcare Providers ETF in Q3 2020 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.