Castleview Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Castleview Partners’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
2024 Q1	–	Sell	-40	Closed	-$2.1K	–	922
2023 Q4	$2.1K	Sell	40 -70	-64%	-$3.55K	﹤0.01%	695
2023 Q3	$5.41K	Hold	110	–	–	0.01%	478
2023 Q2	$5.63K	Hold	110	–	–	0.01%	496
2023 Q1	$5.44K	Hold	110	–	–	﹤0.01%	494
2022 Q4	$5.89K	Hold	110	–	–	0.01%	430
2022 Q3	$6K	Sell	110 -1,300	-92%	-$70.5K	0.01%	437
2022 Q2	$22K	Buy	1,410 +1,300	+1,182%	+$69.2K	0.02%	379
2022 Q1	$6K	Sell	110 -31,820	-100%	-$1.75M	﹤0.01%	552
2021 Q4	$22	Buy	+31,930	New	+$1.74M	﹤0.01%	935
2021 Q2	$6K	Buy	+110	New	+$5.81K	﹤0.01%	772

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Castleview Partners's IHF Position: Q1 2024 in Review

Castleview Partners sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2024, closing a stake of 40 shares — an estimated $2.1K sold.

Castleview Partners first reported a position in IHF in Q2 2021 and held it in 10 quarters. The position peaked at $22K in Q2 2022. 214 funds tracked by Wall St. Rank hold IHF as of Q1 2024.

Castleview Partners reported no remaining iShares US Healthcare Providers ETF position as of Q1 2024 after selling out during the quarter.
Castleview Partners sold 40 iShares US Healthcare Providers ETF shares in Q1 2024, an estimated $2.1K.
Castleview Partners first reported a position in iShares US Healthcare Providers ETF in Q2 2021 and held it in 10 quarters.
Castleview Partners's iShares US Healthcare Providers ETF position peaked at $22K in Q2 2022.
214 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2024.

Based on Castleview Partners's 13F filing for Q1 2024, filed 10 May 2024.