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Elmwood Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Elmwood Wealth Management’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
-1,105
Closed -$64K – 203
2021
Q4 		$64K Buy
+1,105
New +$60.3K 0.03% 175
2021
Q2 		$59K Hold
1,105
– – 0.03% 160
2021
Q1 		$56K Buy
+1,105
New +$54K 0.03% 158

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

Elmwood Wealth Management's IHF Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2022, closing a stake of 1,105 shares — an estimated $64K sold.

Elmwood Wealth Management first reported a position in IHF in Q1 2021 and held it in 3 quarters. The position peaked at $64K in Q4 2021. 208 funds tracked by Wall St. Rank hold IHF as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,105 iShares US Healthcare Providers ETF shares in Q1 2022, an estimated $64K.
  • Elmwood Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares US Healthcare Providers ETF position peaked at $64K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.