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Confluence Wealth Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-575
Closed -$33K – 667
2021
Q4 		$33K Buy
+575
New +$31.4K 0.01% 577

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Confluence Wealth Services's IHF Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2022, closing a stake of 575 shares — an estimated $33K sold.

Confluence Wealth Services first reported a position in IHF in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 208 funds tracked by Wall St. Rank hold IHF as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares US Healthcare Providers ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 575 iShares US Healthcare Providers ETF shares in Q1 2022, an estimated $33K.
  • Confluence Wealth Services first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares US Healthcare Providers ETF position peaked at $33K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.