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Cookson Peirce & Co’s iShares US Healthcare Providers ETF IHF Stock Holding History

Cookson Peirce & Co’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
-7,575
Closed -$406K – 235
2022
Q4 		$406K Buy
7,575
+30
+0.4% +$1.61K 0.03% 152
2022
Q3 		$386K Sell
7,545
-505
-6% -$27.4K 0.03% 150
2022
Q2 		$411K Buy
8,050
+35
+0.4% +$1.86K 0.03% 141
2022
Q1 		$453K Buy
8,015
+2,720
+51% +$149K 0.03% 147
2021
Q4 		$307K Sell
5,295
-290
-5% -$15.8K 0.02% 179
2021
Q3 		$286K Buy
5,585
+30
+0.5% +$1.6K 0.02% 181
2021
Q2 		$296K Buy
5,555
+15
+0.3% +$792 0.02% 180
2021
Q1 		$279K Buy
5,540
+5
+0.1% +$244 0.02% 150
2020
Q4 		$260K Sell
5,535
-225
-4% -$9.99K 0.02% 143
2020
Q3 		$232K Buy
5,760
+160
+3% +$6.46K 0.02% 131
2020
Q2 		$216K Sell
5,600
-750
-12% -$28.3K 0.02% 126
2020
Q1 		$212K Buy
+6,350
New +$240K 0.02% 126

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

Cookson Peirce & Co's IHF Position: Q1 2023 in Review

Cookson Peirce & Co sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 7,575 shares — an estimated $406K sold.

Cookson Peirce & Co first reported a position in IHF in Q1 2020 and held it in 12 quarters. The position peaked at $453K in Q1 2022. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

  • Cookson Peirce & Co reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
  • Cookson Peirce & Co sold 7,575 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $406K.
  • Cookson Peirce & Co first reported a position in iShares US Healthcare Providers ETF in Q1 2020 and held it in 12 quarters.
  • Cookson Peirce & Co's iShares US Healthcare Providers ETF position peaked at $453K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Cookson Peirce & Co's 13F filing for Q1 2023, filed 3 May 2023.