Cadent Capital Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cadent Capital 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
2023 Q1	–	Sell	-56,535	Closed	-$3.03M	–	147
2022 Q4	$3.03M	Sell	56,535 -215	-0.4%	-$11.6K	1.49%	18
2022 Q3	$2.9M	Buy	56,750 +5	+0%	+$271	1.62%	20
2022 Q2	$2.9M	Buy	+56,745	New	+$3.02M	1.64%	20

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cadent Capital Advisors's IHF Position: Q1 2023 in Review

Cadent Capital Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 56,535 shares — an estimated $3.03M sold.

Cadent Capital Advisors first reported a position in IHF in Q2 2022 and held it in 3 quarters. The position peaked at $3.03M in Q4 2022. 221 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

Cadent Capital Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
Cadent Capital Advisors sold 56,535 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $3.03M.
Cadent Capital Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2022 and held it in 3 quarters.
Cadent Capital Advisors's iShares US Healthcare Providers ETF position peaked at $3.03M in Q4 2022.
221 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Cadent Capital Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.