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

Bruderman 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
2020
Q2 		– Sell
-11,620
Closed -$369K – 92
2020
Q1 		$369K Buy
+11,620
New +$440K 0.15% 72
2019
Q2 		– Sell
-138,710
Closed -$4.66M – 319
2019
Q1 		$4.66M Buy
+138,710
New +$4.83M 1.02% 37

Other funds holding IHF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bruderman Asset Management's IHF Position: Q2 2020 in Review

Bruderman Asset Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2020, closing a stake of 11,620 shares — an estimated $369K sold.

Bruderman Asset Management first reported a position in IHF in Q1 2019 and held it in 2 quarters. The position peaked at $4.66M in Q1 2019. 150 funds tracked by Wall St. Rank hold IHF as of Q2 2020.

  • Bruderman Asset Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2020 after selling out during the quarter.
  • Bruderman Asset Management sold 11,620 iShares US Healthcare Providers ETF shares in Q2 2020, an estimated $369K.
  • Bruderman Asset Management first reported a position in iShares US Healthcare Providers ETF in Q1 2019 and held it in 2 quarters.
  • Bruderman Asset Management's iShares US Healthcare Providers ETF position peaked at $4.66M in Q1 2019.
  • 150 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2020.

Based on Bruderman Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.