Financial Advocates Investment Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Financial Advocates Investment 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
2023 Q1	–	Sell	-26,440	Closed	-$1.42M	–	781
2022 Q4	$1.42M	Sell	26,440 -16,325	-38%	-$877K	0.11%	217
2022 Q3	$2.19M	Buy	+42,765	New	+$2.32M	0.18%	138
2019 Q2	–	Sell	-28,040	Closed	-$942K	–	474
2019 Q1	$942K	Buy	28,040 +635	+2%	+$22.1K	0.12%	190
2018 Q4	$905K	Buy	+27,405	New	+$1.04M	0.12%	178

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's IHF Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 26,440 shares — an estimated $1.42M sold.

Financial Advocates Investment Management first reported a position in IHF in Q4 2018 and held it in 4 quarters. The position peaked at $2.19M in Q3 2022. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

Financial Advocates Investment Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 26,440 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $1.42M.
Financial Advocates Investment Management first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 4 quarters.
Financial Advocates Investment Management's iShares US Healthcare Providers ETF position peaked at $2.19M in Q3 2022.
222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.