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

Buck Wealth Strategies’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
Q4 		– Sell
-720
Closed -$35.4K – 191
2023
Q3 		$35.4K Buy
+720
New +$36.5K 0.01% 136

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Buck Wealth Strategies's IHF Position: Q4 2023 in Review

Buck Wealth Strategies sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2023, closing a stake of 720 shares — an estimated $35.4K sold.

Buck Wealth Strategies first reported a position in IHF in Q3 2023 and held it in 1 quarter. The position peaked at $35.4K in Q3 2023. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2023.

  • Buck Wealth Strategies reported no remaining iShares US Healthcare Providers ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 720 iShares US Healthcare Providers ETF shares in Q4 2023, an estimated $35.4K.
  • Buck Wealth Strategies first reported a position in iShares US Healthcare Providers ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's iShares US Healthcare Providers ETF position peaked at $35.4K in Q3 2023.
  • 220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.