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

Freedom 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
2024 Q1	–	Sell	-14,415	Closed	-$757K	–	811
2023 Q4	$757K	Sell	14,415 -730	-5%	-$37K	0.06%	334
2023 Q3	$745K	Sell	15,145 -7,040	-32%	-$357K	0.09%	283
2023 Q2	$1.13M	Buy	22,185 +17,465	+370%	+$883K	0.13%	207
2023 Q1	$233K	Buy	+4,720	New	+$242K	0.03%	615

Other funds holding IHF

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Freedom Investment Management's IHF Position: Q1 2024 in Review

Freedom Investment Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2024, closing a stake of 14,415 shares — an estimated $757K sold.

Freedom Investment Management first reported a position in IHF in Q1 2023 and held it in 4 quarters. The position peaked at $1.13M in Q2 2023. 214 funds tracked by Wall St. Rank hold IHF as of Q1 2024.

Freedom Investment Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2024 after selling out during the quarter.
Freedom Investment Management sold 14,415 iShares US Healthcare Providers ETF shares in Q1 2024, an estimated $757K.
Freedom Investment Management first reported a position in iShares US Healthcare Providers ETF in Q1 2023 and held it in 4 quarters.
Freedom Investment Management's iShares US Healthcare Providers ETF position peaked at $1.13M in Q2 2023.
214 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.