First Allied Advisory Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

First Allied Advisory Services’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
2020 Q3	$891K	Sell	22,080 -355	-2%	-$14.3K	0.03%	507
2020 Q2	$866K	Buy	22,435 +1,885	+9%	+$71K	0.03%	481
2020 Q1	$685K	Buy	20,550 +1,355	+7%	+$51.3K	0.03%	497
2019 Q4	$768K	Buy	19,195 +1,580	+9%	+$58K	0.03%	570
2019 Q3	$570K	Buy	17,615 +7,060	+67%	+$243K	0.02%	639
2019 Q2	$362K	Buy	+10,555	New	+$351K	0.01%	805
2018 Q1	–	Sell	-1,275	Closed	-$40K	–	1305
2017 Q4	$40K	Buy	+1,275	New	+$38.4K	﹤0.01%	1330
2016 Q1	–	Sell	-13,140	Closed	-$327K	–	1062
2015 Q4	$327K	Buy	13,140 +3,030	+30%	+$75.3K	0.02%	743
2015 Q3	$247K	Buy	10,110 +3,040	+43%	+$83K	0.01%	834
2015 Q2	$203K	Buy	+7,070	New	+$192K	0.01%	1016

Other funds holding IHF

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

First Allied Advisory Services's IHF Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares US Healthcare Providers ETF (IHF) stake by 1.6% in Q3 2020, selling an estimated $14.3K and leaving 22,080 shares worth $891K. The position accounts for 0.03% of the portfolio, ranked #507.

First Allied Advisory Services first reported a position in IHF in Q2 2015 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold IHF as of Q3 2020.

First Allied Advisory Services held 22,080 shares of iShares US Healthcare Providers ETF worth $891K as of Q3 2020.
First Allied Advisory Services sold 355 iShares US Healthcare Providers ETF shares in Q3 2020, an estimated $14.3K.
iShares US Healthcare Providers ETF made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #507 holding.
First Allied Advisory Services first reported a position in iShares US Healthcare Providers ETF in Q2 2015 and has held it in 10 quarters since.
149 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.