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

Ergawealth 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
Q2 		– Sell
-4,990
Closed -$247K – 51
2023
Q1 		$247K Buy
4,990
+890
+22% +$45.7K 0.2% 37
2022
Q4 		$220K Buy
+4,100
New +$220K 0.2% 48

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ergawealth Advisors's IHF Position: Q2 2023 in Review

Ergawealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2023, closing a stake of 4,990 shares — an estimated $247K sold.

Ergawealth Advisors first reported a position in IHF in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

  • Ergawealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q2 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 4,990 iShares US Healthcare Providers ETF shares in Q2 2023, an estimated $247K.
  • Ergawealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and held it in 2 quarters.
  • Ergawealth Advisors's iShares US Healthcare Providers ETF position peaked at $247K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on Ergawealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.