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

Clearview 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
2023 Q3	–	Sell	-205	Closed	-$10.4K	–	357
2023 Q2	$10.4K	Buy	205 +5	+3%	+$253	0.01%	363
2023 Q1	$10K	Hold	200	–	–	0.01%	368
2022 Q4	$10.8K	Hold	200	–	–	0.01%	318
2022 Q3	$10K	Hold	200	–	–	0.01%	333
2022 Q2	$10K	Hold	200	–	–	0.01%	353
2022 Q1	$11K	Hold	200	–	–	0.01%	364
2021 Q4	$12K	Hold	200	–	–	0.01%	382
2021 Q3	$10K	Hold	200	–	–	0.01%	423
2021 Q2	$11K	Buy	+200	New	+$10.6K	0.01%	406

Other funds holding IHF

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Clearview Wealth Advisors's IHF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 205 shares — an estimated $10.4K sold.

Clearview Wealth Advisors first reported a position in IHF in Q2 2021 and held it in 9 quarters. The position peaked at $12K in Q4 2021. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 205 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $10.4K.
Clearview Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $12K in Q4 2021.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.