Concord Investment Counsel’s iShares US Healthcare Providers ETF IHF Stock Holding History

Concord Investment Counsel’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	$363K	Buy	+6,655	New	+$353K	0.13%	44

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

Concord Investment Counsel's IHF Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in iShares US Healthcare Providers ETF (IHF) in Q1 2024: 6,655 shares worth $363K. The stake represents 0.13% of the portfolio and ranks #44 among its holdings.

214 funds tracked by Wall St. Rank hold IHF as of Q1 2024.

Concord Investment Counsel held 6,655 shares of iShares US Healthcare Providers ETF worth $363K as of Q1 2024.
iShares US Healthcare Providers ETF was a new Concord Investment Counsel position in Q1 2024.
iShares US Healthcare Providers ETF made up 0.13% of Concord Investment Counsel's portfolio in Q1 2024, its #44 holding.
214 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.