Carolinas Wealth Consulting’s iShares US Healthcare Providers ETF IHF Stock Holding History

Carolinas 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
2021 Q4	–	Sell	-510	Closed	-$26K	–	988
2021 Q3	$26K	Sell	510 -630	-55%	-$33.6K	0.01%	430
2021 Q2	$61K	Buy	1,140 +635	+126%	+$33.5K	0.01%	335
2021 Q1	$26K	Hold	505	–	–	0.01%	465
2020 Q4	$24K	Hold	505	–	–	0.01%	453
2020 Q3	$20K	Hold	505	–	–	0.01%	391
2020 Q2	$19K	Hold	505	–	–	0.01%	290
2020 Q1	$17K	Buy	+505	New	+$19.1K	0.01%	147

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Carolinas Wealth Consulting's IHF Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2021, closing a stake of 510 shares — an estimated $26K sold.

Carolinas Wealth Consulting first reported a position in IHF in Q1 2020 and held it in 7 quarters. The position peaked at $61K in Q2 2021. 208 funds tracked by Wall St. Rank hold IHF as of Q4 2021.

Carolinas Wealth Consulting reported no remaining iShares US Healthcare Providers ETF position as of Q4 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 510 iShares US Healthcare Providers ETF shares in Q4 2021, an estimated $26K.
Carolinas Wealth Consulting first reported a position in iShares US Healthcare Providers ETF in Q1 2020 and held it in 7 quarters.
Carolinas Wealth Consulting's iShares US Healthcare Providers ETF position peaked at $61K in Q2 2021.
208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.