Baker Avenue Asset Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Baker Avenue Asset 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 Q1	–	Sell	-4,265	Closed	-$224K	–	382
2023 Q4	$224K	Buy	+4,265	New	+$216K	0.01%	332

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Baker Avenue Asset Management's IHF Position: Q1 2024 in Review

Baker Avenue Asset Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2024, closing a stake of 4,265 shares — an estimated $224K sold.

Baker Avenue Asset Management first reported a position in IHF in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 214 funds tracked by Wall St. Rank hold IHF as of Q1 2024.

Baker Avenue Asset Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2024 after selling out during the quarter.
Baker Avenue Asset Management sold 4,265 iShares US Healthcare Providers ETF shares in Q1 2024, an estimated $224K.
Baker Avenue Asset Management first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 1 quarter.
Baker Avenue Asset Management's iShares US Healthcare Providers ETF position peaked at $224K in Q4 2023.
214 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2024.

Based on Baker Avenue Asset Management's 13F filing for Q1 2024, filed 13 May 2024.