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Advisor Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Advisor Group’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
2019
Q4 		$2.11M Sell
52,600
-5,070
-9% -$186K 0.01% 781
2019
Q3 		$1.86M Sell
57,670
-435
-0.7% -$15K 0.01% 789
2019
Q2 		$1.99M Sell
58,105
-1,105
-2% -$36.8K 0.02% 759
2019
Q1 		$1.99M Sell
59,210
-985
-2% -$34.3K 0.02% 724
2018
Q4 		$1.99M Sell
60,195
-4,455
-7% -$169K 0.02% 639
2018
Q3 		$2.58M Buy
64,650
+16,175
+33% +$614K 0.03% 554
2018
Q2 		$1.7M Buy
48,475
+6,240
+15% +$212K 0.02% 612
2018
Q1 		$1.33M Buy
42,235
+6,125
+17% +$199K 0.02% 726
2017
Q4 		$1.13M Sell
36,110
-525
-1% -$15.8K 0.02% 811
2017
Q3 		$1.08M Sell
36,635
-11,730
-24% -$344K 0.02% 755
2017
Q2 		$1.44M Buy
48,365
+20,655
+75% +$581K 0.03% 594
2017
Q1 		$744K Buy
27,710
+13,385
+93% +$354K 0.02% 863
2016
Q4 		$359K Sell
14,325
-35,530
-71% -$875K 0.01% 1197
2016
Q3 		$1.24M Sell
49,855
-12,340
-20% -$310K 0.03% 562
2016
Q2 		$1.58M Buy
+62,195
New +$1.56M 0.04% 448

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's IHF Position: Q4 2019 in Review

Advisor Group reduced its iShares US Healthcare Providers ETF (IHF) stake by 8.8% in Q4 2019, selling an estimated $186K and leaving 52,600 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #781.

Advisor Group first reported a position in IHF in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.58M in Q3 2018. 158 funds tracked by Wall St. Rank hold IHF as of Q4 2019.

  • Advisor Group held 52,600 shares of iShares US Healthcare Providers ETF worth $2.11M as of Q4 2019.
  • Advisor Group sold 5,070 iShares US Healthcare Providers ETF shares in Q4 2019, an estimated $186K.
  • iShares US Healthcare Providers ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #781 holding.
  • Advisor Group first reported a position in iShares US Healthcare Providers ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Healthcare Providers ETF position peaked at $2.58M in Q3 2018.
  • 158 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.