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

Advisornet 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
2021 Q2	–	Sell	-790	Closed	-$41.7K	–	1828
2021 Q1	$40K	Hold	790	–	–	﹤0.01%	1005
2020 Q4	$37K	Hold	790	–	–	﹤0.01%	958
2020 Q3	$32K	Hold	790	–	–	﹤0.01%	963
2020 Q2	$30K	Buy	790 +5	+0.6%	+$188	﹤0.01%	994
2020 Q1	$26K	Sell	785 -210	-21%	-$7.95K	﹤0.01%	994
2019 Q4	$40K	Buy	995 +5	+0.5%	+$184	﹤0.01%	964
2019 Q3	$32K	Hold	990	–	–	﹤0.01%	1049
2019 Q2	$34K	Hold	990	–	–	﹤0.01%	925
2019 Q1	$33K	Buy	990 +330	+50%	+$11.5K	﹤0.01%	852
2018 Q4	$22K	Buy	+660	New	+$25K	﹤0.01%	908

Other funds holding IHF

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WBG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Advisornet Financial's IHF Position: Q2 2021 in Review

Advisornet Financial sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2021, closing a stake of 790 shares — an estimated $41.7K sold.

Advisornet Financial first reported a position in IHF in Q4 2018 and held it in 10 quarters. The position peaked at $40K in Q1 2021. 184 funds tracked by Wall St. Rank hold IHF as of Q2 2021.

Advisornet Financial reported no remaining iShares US Healthcare Providers ETF position as of Q2 2021 after selling out during the quarter.
Advisornet Financial sold 790 iShares US Healthcare Providers ETF shares in Q2 2021, an estimated $41.7K.
Advisornet Financial first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 10 quarters.
Advisornet Financial's iShares US Healthcare Providers ETF position peaked at $40K in Q1 2021.
184 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2021.

Based on Advisornet Financial's 13F filing for Q2 2021, filed 6 Jul 2021.