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

Belpointe 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
2023
Q2 		– Sell
-3,940
Closed -$195K – 1881
2023
Q1 		$195K Sell
3,940
-2,550
-39% -$131K 0.01% 954
2022
Q4 		$347K Buy
6,490
+110
+2% +$5.91K 0.02% 673
2022
Q3 		$326K Sell
6,380
-140
-2% -$7.59K 0.02% 659
2022
Q2 		$334K Buy
6,520
+70
+1% +$3.73K 0.02% 633
2022
Q1 		$365K Sell
6,450
-375
-5% -$20.6K 0.02% 643
2021
Q4 		$396K Sell
6,825
-20
-0.3% -$1.09K 0.02% 600
2021
Q3 		$351K Buy
6,845
+395
+6% +$21.1K 0.02% 629
2021
Q2 		$344K Buy
6,450
+1,000
+18% +$52.8K 0.02% 624
2021
Q1 		$275K Sell
5,450
-2,500
-31% -$122K 0.02% 625
2020
Q4 		$373K Buy
7,950
+5,050
+174% +$224K 0.03% 484
2020
Q3 		$117K Sell
2,900
-425
-13% -$17.2K 0.01% 719
2020
Q2 		$128K Sell
3,325
-75
-2% -$2.83K 0.02% 652
2020
Q1 		$113K Buy
+3,400
New +$129K 0.02% 578

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belpointe Asset Management's IHF Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2023, closing a stake of 3,940 shares — an estimated $195K sold.

Belpointe Asset Management first reported a position in IHF in Q1 2020 and held it in 13 quarters. The position peaked at $396K in Q4 2021. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,940 iShares US Healthcare Providers ETF shares in Q2 2023, an estimated $195K.
  • Belpointe Asset Management first reported a position in iShares US Healthcare Providers ETF in Q1 2020 and held it in 13 quarters.
  • Belpointe Asset Management's iShares US Healthcare Providers ETF position peaked at $396K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.