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

Bison Wealth’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 Q3	–	Sell	-1,065	Closed	-$54K	–	281
2022 Q2	$54K	Hold	1,065	–	–	0.03%	226
2022 Q1	$60K	Hold	1,065	–	–	0.03%	257
2021 Q4	$62K	Buy	1,065 +5	+0.5%	+$273	0.04%	239
2021 Q3	$54K	Hold	1,060	–	–	0.02%	310
2021 Q2	$56K	Hold	1,060	–	–	0.02%	310
2021 Q1	$53K	Buy	1,060 +5	+0.5%	+$244	0.02%	319
2020 Q4	$50K	Hold	1,055	–	–	0.02%	293
2020 Q3	$43K	Hold	1,055	–	–	0.03%	256
2020 Q2	$41K	Buy	1,055 +5	+0.5%	+$188	0.03%	261
2020 Q1	$35K	Hold	1,050	–	–	0.03%	255
2019 Q4	$42K	Buy	+1,050	New	+$38.5K	0.02%	299

Other funds holding IHF

MIH

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Bison Wealth's IHF Position: Q3 2022 in Review

Bison Wealth sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2022, closing a stake of 1,065 shares — an estimated $54K sold.

Bison Wealth first reported a position in IHF in Q4 2019 and held it in 11 quarters. The position peaked at $62K in Q4 2021. 216 funds tracked by Wall St. Rank hold IHF as of Q3 2022.

Bison Wealth reported no remaining iShares US Healthcare Providers ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 1,065 iShares US Healthcare Providers ETF shares in Q3 2022, an estimated $54K.
Bison Wealth first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 11 quarters.
Bison Wealth's iShares US Healthcare Providers ETF position peaked at $62K in Q4 2021.
216 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.