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FMA Advisory’s iShares US Healthcare Providers ETF IHF Stock Holding History

FMA Advisory’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
2021
Q3 		$3.14M Sell
61,370
-180
-0.3% -$9.6K 1.17% 26
2021
Q2 		$3.28M Sell
61,550
-370
-0.6% -$19.5K 1.22% 25
2021
Q1 		$3.12M Sell
61,920
-3,005
-5% -$147K 0.96% 31
2020
Q4 		$3.05M Sell
64,925
-1,530
-2% -$67.9K 1.02% 31
2020
Q3 		$2.68M Sell
66,455
-665
-1% -$26.9K 1.07% 31
2020
Q2 		$2.59M Sell
67,120
-815
-1% -$30.7K 1.16% 24
2020
Q1 		$2.27M Sell
67,935
-735
-1% -$27.8K 1.23% 26
2019
Q4 		$2.76M Sell
68,670
-925
-1% -$34K 1.11% 28
2019
Q3 		$2.25M Sell
69,595
-2,715
-4% -$93.4K 0.98% 37
2019
Q2 		$2.48M Buy
72,310
+6,450
+10% +$215K 1.1% 26
2019
Q1 		$2.21M Buy
65,860
+5,655
+9% +$197K 1.01% 35
2018
Q4 		$1.99M Buy
60,205
+750
+1% +$28.4K 1.03% 36
2018
Q3 		$2.38M Buy
59,455
+135
+0.2% +$5.13K 1.06% 31
2018
Q2 		$2.08M Sell
59,320
-925
-2% -$31.4K 0.98% 33
2018
Q1 		$1.9M Buy
60,245
+240
+0.4% +$7.8K 0.93% 37
2017
Q4 		$1.88M Buy
60,005
+3,440
+6% +$103K 0.88% 38
2017
Q3 		$1.67M Sell
56,565
-2,115
-4% -$62K 0.98% 36
2017
Q2 		$1.74K Buy
58,680
+1,100
+2% +$30.9K 0.9% 32
2017
Q1 		$1.54M Buy
+57,580
New +$1.52M 0.78% 45
2015
Q2 		$2.08M Buy
+72,760
New +$1.97M 1.3% 20
2014
Q4 		$1.48M Buy
62,625
+1,760
+3% +$39.6K 0.52% 77
2014
Q3 		$1.3M Buy
60,865
+1,510
+3% +$32.2K 0.48% 83
2014
Q2 		$1.22M Sell
59,355
-370
-0.6% -$7.3K 0.45% 90
2014
Q1 		$1.18M Buy
59,725
+2,255
+4% +$42.7K 0.46% 85
2013
Q4 		$1.07M Sell
57,470
-995
-2% -$17.9K 0.44% 90
2013
Q3 		$1.02M Buy
58,465
+510
+0.9% +$8.9K 0.41% 88
2013
Q2 		$974K Buy
+57,955
New +$936K 0.41% 88

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMA Advisory's IHF Position: Q3 2021 in Review

FMA Advisory reduced its iShares US Healthcare Providers ETF (IHF) stake by 0.29% in Q3 2021, selling an estimated $9.6K and leaving 61,370 shares worth $3.14M. The position accounts for 1.17% of the portfolio, ranked #26.

FMA Advisory first reported a position in IHF in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.28M in Q2 2021. 174 funds tracked by Wall St. Rank hold IHF as of Q3 2021.

  • FMA Advisory held 61,370 shares of iShares US Healthcare Providers ETF worth $3.14M as of Q3 2021.
  • FMA Advisory sold 180 iShares US Healthcare Providers ETF shares in Q3 2021, an estimated $9.6K.
  • iShares US Healthcare Providers ETF made up 1.17% of FMA Advisory's portfolio in Q3 2021, its #26 holding.
  • FMA Advisory first reported a position in iShares US Healthcare Providers ETF in Q2 2013 and has held it in 27 quarters since.
  • FMA Advisory's iShares US Healthcare Providers ETF position peaked at $3.28M in Q2 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.