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Fulcrum Equity Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Fulcrum Equity 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
2022
Q4 		– Sell
-51,040
Closed -$2.61M – 76
2022
Q3 		$2.61M Buy
+51,040
New +$2.77M 2.21% 14
2020
Q3 		– Sell
-5,490
Closed -$212K – 158
2020
Q2 		$212K Buy
+5,490
New +$207K 0.1% 136

Other funds holding IHF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fulcrum Equity Management's IHF Position: Q4 2022 in Review

Fulcrum Equity Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2022, closing a stake of 51,040 shares — an estimated $2.61M sold.

Fulcrum Equity Management first reported a position in IHF in Q2 2020 and held it in 2 quarters. The position peaked at $2.61M in Q3 2022. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2022.

  • Fulcrum Equity Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 51,040 iShares US Healthcare Providers ETF shares in Q4 2022, an estimated $2.61M.
  • Fulcrum Equity Management first reported a position in iShares US Healthcare Providers ETF in Q2 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares US Healthcare Providers ETF position peaked at $2.61M in Q3 2022.
  • 220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2022.

Based on Fulcrum Equity Management's 13F filing for Q4 2022, filed 10 Jan 2023.