626 Financial’s iShares US Healthcare Providers ETF IHF Stock Holding History

626 Financial’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
2023 Q1	–	Sell	-3,995	Closed	-$214K	–	116
2022 Q4	$214K	Hold	3,995	–	–	0.15%	96
2022 Q3	$204K	Sell	3,995 -65	-2%	-$3.52K	0.17%	88
2022 Q2	$207K	Hold	4,060	–	–	0.16%	93
2022 Q1	$230K	Sell	4,060 -1,400	-26%	-$76.8K	0.15%	92
2021 Q4	$317K	Buy	+5,460	New	+$298K	0.19%	75
2021 Q1	$230K	Buy	+4,060	New	+$199K	0.15%	92

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

626 Financial's IHF Position: Q1 2023 in Review

626 Financial sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 3,995 shares — an estimated $214K sold.

626 Financial first reported a position in IHF in Q1 2021 and held it in 6 quarters. The position peaked at $317K in Q4 2021. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

626 Financial reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
626 Financial sold 3,995 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $214K.
626 Financial first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and held it in 6 quarters.
626 Financial's iShares US Healthcare Providers ETF position peaked at $317K in Q4 2021.
222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on 626 Financial's 13F filing for Q1 2023, filed 12 Apr 2023.