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Financial Synergies Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Financial Synergies Wealth 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
Q3 		– Sell
-100
Closed -$5.13K – 511
2023
Q2 		$5.13K Hold
100
– – ﹤0.01% 260
2023
Q1 		$4.96K Buy
+100
New +$5.14K ﹤0.01% 266

Other funds holding IHF

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Financial Synergies Wealth Advisors's IHF Position: Q3 2023 in Review

Financial Synergies Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 100 shares — an estimated $5.13K sold.

Financial Synergies Wealth Advisors first reported a position in IHF in Q1 2023 and held it in 2 quarters. The position peaked at $5.13K in Q2 2023. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

  • Financial Synergies Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 100 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $5.13K.
  • Financial Synergies Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q1 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $5.13K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2023, filed 4 Apr 2024.