BDO Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

BDO Wealth Advisors’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 Q2	$74.2K	Hold	1,450	–	–	0.01%	374
2023 Q1	$71.7K	Hold	1,450	–	–	0.01%	361
2022 Q4	$77.6K	Hold	1,450	–	–	0.01%	362
2022 Q3	$74K	Hold	1,450	–	–	0.01%	360
2022 Q2	$74K	Hold	1,450	–	–	0.01%	361
2022 Q1	$82K	Hold	1,450	–	–	0.01%	360
2021 Q4	$84K	Hold	1,450	–	–	0.01%	370
2021 Q3	$74K	Hold	1,450	–	–	0.01%	390
2021 Q2	$77K	Hold	1,450	–	–	0.01%	402
2021 Q1	$73K	Buy	+1,450	New	+$70.9K	0.01%	399

Other funds holding IHF

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's IHF Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2023 at 1,450 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #374.

BDO Wealth Advisors first reported a position in IHF in Q1 2021 and has held it in 10 quarters since. The position peaked at $84K in Q4 2021. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

BDO Wealth Advisors held 1,450 shares of iShares US Healthcare Providers ETF worth $74.2K as of Q2 2023.
BDO Wealth Advisors left its iShares US Healthcare Providers ETF share count unchanged in Q2 2023.
iShares US Healthcare Providers ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #374 holding.
BDO Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $84K in Q4 2021.
209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.