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Boyce & Associates Wealth Consulting’s iShares US Healthcare Providers ETF IHF Stock Holding History

Boyce & Associates Wealth Consulting’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
-12,255
Closed -$633K – 53
2023
Q1 		$633K Buy
+12,255
New +$629K 1.13% 21

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

Boyce & Associates Wealth Consulting's IHF Position: Q2 2023 in Review

Boyce & Associates Wealth Consulting sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2023, closing a stake of 12,255 shares — an estimated $633K sold.

Boyce & Associates Wealth Consulting first reported a position in IHF in Q1 2023 and held it in 1 quarter. The position peaked at $633K in Q1 2023. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

  • Boyce & Associates Wealth Consulting reported no remaining iShares US Healthcare Providers ETF position as of Q2 2023 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 12,255 iShares US Healthcare Providers ETF shares in Q2 2023, an estimated $633K.
  • Boyce & Associates Wealth Consulting first reported a position in iShares US Healthcare Providers ETF in Q1 2023 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's iShares US Healthcare Providers ETF position peaked at $633K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2023, filed 24 Jul 2023.