Barometer Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Barometer Capital 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
2022 Q2	–	Sell	-5,500	Closed	-$311K	–	99
2022 Q1	$311K	Buy	+5,500	New	+$302K	0.06%	111
2018 Q4	–	Sell	-95,000	Closed	-$3.8M	–	142
2018 Q3	$3.8M	Sell	95,000 -93,500	-50%	-$3.55M	0.3%	113
2018 Q2	$6.62M	Buy	+188,500	New	+$6.4M	0.55%	65
2017 Q3	–	Sell	-87,000	Closed	-$2.58M	–	171
2017 Q2	$2.58M	Buy	+87,000	New	+$2.45M	0.26%	93
2015 Q4	–	Sell	-26,500	Closed	-$657K	–	135
2015 Q3	$657K	Sell	26,500 -36,500	-58%	-$997K	0.08%	95
2015 Q2	$1.8M	Buy	63,000 +2,000	+3%	+$54.3K	0.15%	81
2015 Q1	$1.62M	Buy	61,000 +37,500	+160%	+$936K	0.13%	89
2014 Q4	$556K	Buy	+23,500	New	+$529K	0.05%	112

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

Barometer Capital Management's IHF Position: Q2 2022 in Review

Barometer Capital Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 5,500 shares — an estimated $311K sold.

Barometer Capital Management first reported a position in IHF in Q4 2014 and held it in 8 quarters. The position peaked at $6.62M in Q2 2018. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

Barometer Capital Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
Barometer Capital Management sold 5,500 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $311K.
Barometer Capital Management first reported a position in iShares US Healthcare Providers ETF in Q4 2014 and held it in 8 quarters.
Barometer Capital Management's iShares US Healthcare Providers ETF position peaked at $6.62M in Q2 2018.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Barometer Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.