AWM
IHF icon

Accel Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Accel Wealth 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
2023
Q2 		– Sell
-715
Closed -$35.4K – 501
2023
Q1 		$35.4K Hold
715
– – 0.01% 564
2022
Q4 		$38.3K Hold
715
– – 0.02% 403
2022
Q3 		$38K Buy
715
+445
+165% +$24.1K 0.02% 425
2022
Q2 		$14K Hold
270
– – 0.01% 629
2022
Q1 		$15K Hold
270
– – 0.01% 622
2021
Q4 		$16K Hold
270
– – 0.01% 611
2021
Q3 		$14K Hold
270
– – 0.01% 572
2021
Q2 		$14K Buy
+270
New +$14.3K 0.01% 623

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's IHF Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2023, closing a stake of 715 shares — an estimated $35.4K sold.

Accel Wealth Management first reported a position in IHF in Q2 2021 and held it in 8 quarters. The position peaked at $38.3K in Q4 2022. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

  • Accel Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 715 iShares US Healthcare Providers ETF shares in Q2 2023, an estimated $35.4K.
  • Accel Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2021 and held it in 8 quarters.
  • Accel Wealth Management's iShares US Healthcare Providers ETF position peaked at $38.3K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.