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

Fortitude Advisory Group’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
2022
Q2 		– Sell
-430
Closed -$24K – 702
2022
Q1 		$24K Hold
430
– – 0.01% 770
2021
Q4 		$25K Buy
+430
New +$23.5K 0.01% 777

Other funds holding IHF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Advisory Group's IHF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 430 shares — an estimated $24K sold.

Fortitude Advisory Group first reported a position in IHF in Q4 2021 and held it in 2 quarters. The position peaked at $25K in Q4 2021. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 430 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $24K.
  • Fortitude Advisory Group first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares US Healthcare Providers ETF position peaked at $25K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.