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

Aspire 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
2024 Q3	$6.33K	Buy	111 +1	+0.9%	+$56	﹤0.01%	177
2024 Q2	$5.79K	Hold	110	–	–	﹤0.01%	162
2024 Q1	$6.02K	Hold	110	–	–	﹤0.01%	167
2023 Q4	$5.82K	Hold	110	–	–	﹤0.01%	165
2023 Q3	$5.43K	Hold	110	–	–	﹤0.01%	162
2023 Q2	$5.64K	Hold	110	–	–	﹤0.01%	169
2023 Q1	$5.45K	Hold	110	–	–	﹤0.01%	169
2022 Q4	$5.89K	Buy	+110	New	+$5.91K	0.01%	165

Other funds holding IHF

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

WBG

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Aspire Wealth Management's IHF Position: Q3 2024 in Review

Aspire Wealth Management increased its iShares US Healthcare Providers ETF (IHF) stake by 0.91% in Q3 2024, buying an estimated $56 and bringing the position to 111 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Aspire Wealth Management first reported a position in IHF in Q4 2022 and has held it in 8 quarters since. 203 funds tracked by Wall St. Rank hold IHF as of Q3 2024.

Aspire Wealth Management held 111 shares of iShares US Healthcare Providers ETF worth $6.33K as of Q3 2024.
Aspire Wealth Management bought 1 iShares US Healthcare Providers ETF share in Q3 2024, an estimated $56.
iShares US Healthcare Providers ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #177 holding.
Aspire Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and has held it in 8 quarters since.
203 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.