Gerber Kawasaki Wealth & Investment Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Gerber Kawasaki Wealth & 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
2022 Q2	–	Sell	-101,905	Closed	-$1.24M	–	252
2022 Q1	$1.24M	Buy	101,905 +840	+0.8%	+$46.1K	0.1%	100
2021 Q4	$1.33M	Buy	101,065 +101,060	+2,021,200%	+$5.51M	0.11%	93
2021 Q3	$1K	Buy	+5	New	+$267	﹤0.01%	985
2016 Q1	–	Sell	-56,600	Closed	-$1.41M	–	82
2015 Q4	$1.41M	Buy	+56,600	New	+$1.41M	0.95%	26

Other funds holding IHF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WBG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IHF Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 101,905 shares — an estimated $1.24M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IHF in Q4 2015 and held it in 4 quarters. The position peaked at $1.41M in Q4 2015. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 101,905 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $1.24M.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 4 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares US Healthcare Providers ETF position peaked at $1.41M in Q4 2015.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.