Chevy Chase Trust
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Chevy Chase Trust’s iShares US Healthcare Providers ETF IHF Stock Holding History

Chevy Chase Trust’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
-133,100
Closed -$7.13M – 643
2022
Q4 		$7.13M Buy
+133,100
New +$7.15M 0.03% 443

Other funds holding IHF

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chevy Chase Trust's IHF Position: Q1 2023 in Review

Chevy Chase Trust sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 133,100 shares — an estimated $7.13M sold.

Chevy Chase Trust first reported a position in IHF in Q4 2022 and held it in 1 quarter. The position peaked at $7.13M in Q4 2022. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

  • Chevy Chase Trust reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
  • Chevy Chase Trust sold 133,100 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $7.13M.
  • Chevy Chase Trust first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and held it in 1 quarter.
  • Chevy Chase Trust's iShares US Healthcare Providers ETF position peaked at $7.13M in Q4 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Chevy Chase Trust's 13F filing for Q1 2023, filed 16 May 2023.