Atria Investments’s iShares US Healthcare Providers ETF IHF Stock Holding History

Atria Investments’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 Q3	–	Sell	-22,800	Closed	-$1.17M	–	864
2023 Q2	$1.17M	Sell	22,800 -1,790	-7%	-$90.5K	0.02%	772
2023 Q1	$1.22M	Sell	24,590 -18,630	-43%	-$957K	0.02%	732
2022 Q4	$2.31M	Buy	43,220 +9,495	+28%	+$510K	0.05%	461
2022 Q3	$1.72M	Buy	+33,725	New	+$1.83M	0.04%	534
2018 Q4	–	Sell	-212,185	Closed	-$8.48M	–	946
2018 Q3	$8.48M	Buy	+212,185	New	+$8.06M	0.34%	50
2017 Q4	–	Sell	-13,120	Closed	-$388K	–	850
2017 Q3	$388K	Buy	13,120 +335	+3%	+$9.82K	0.02%	514
2017 Q2	$380K	Buy	12,785 +295	+2%	+$8.3K	0.02%	493
2017 Q1	$335K	Buy	+12,490	New	+$331K	0.02%	488
2016 Q3	–	Sell	-10,295	Closed	-$260K	–	564
2016 Q2	$260K	Buy	+10,295	New	+$258K	0.03%	385

Other funds holding IHF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Atria Investments's IHF Position: Q3 2023 in Review

Atria Investments sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 22,800 shares — an estimated $1.17M sold.

Atria Investments first reported a position in IHF in Q2 2016 and held it in 9 quarters. The position peaked at $8.48M in Q3 2018. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

Atria Investments reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
Atria Investments sold 22,800 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $1.17M.
Atria Investments first reported a position in iShares US Healthcare Providers ETF in Q2 2016 and held it in 9 quarters.
Atria Investments's iShares US Healthcare Providers ETF position peaked at $8.48M in Q3 2018.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on Atria Investments's 13F filing for Q3 2023, filed 7 Nov 2023.