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

Burt Wealth Advisors’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
2019 Q1	–	Sell	-1,955	Closed	-$65K	–	364
2018 Q4	$65K	Buy	1,955 +745	+62%	+$28.2K	0.03%	155
2018 Q3	$48K	Buy	+1,210	New	+$46K	0.02%	183

Other funds holding IHF

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burt Wealth Advisors's IHF Position: Q1 2019 in Review

Burt Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2019, closing a stake of 1,955 shares — an estimated $65K sold.

Burt Wealth Advisors first reported a position in IHF in Q3 2018 and held it in 2 quarters. The position peaked at $65K in Q4 2018. 145 funds tracked by Wall St. Rank hold IHF as of Q1 2019.

Burt Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2019 after selling out during the quarter.
Burt Wealth Advisors sold 1,955 iShares US Healthcare Providers ETF shares in Q1 2019, an estimated $65K.
Burt Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2018 and held it in 2 quarters.
Burt Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $65K in Q4 2018.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.