Glassman Wealth Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Glassman Wealth Services’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
2017 Q4	–	Sell	-37,000	Closed	-$1.09M	–	723
2017 Q3	$1.09M	Hold	37,000	–	–	0.71%	18
2017 Q2	$1.1M	Hold	37,000	–	–	0.72%	18
2017 Q1	$992K	Hold	37,000	–	–	0.69%	17
2016 Q4	$927K	Hold	37,000	–	–	0.66%	17
2016 Q3	$918K	Hold	37,000	–	–	0.77%	14
2016 Q2	$943K	Buy	+37,000	New	+$927K	0.81%	13

Other funds holding IHF

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Glassman Wealth Services's IHF Position: Q4 2017 in Review

Glassman Wealth Services sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2017, closing a stake of 37,000 shares — an estimated $1.09M sold.

Glassman Wealth Services first reported a position in IHF in Q2 2016 and held it in 6 quarters. The position peaked at $1.1M in Q2 2017. 106 funds tracked by Wall St. Rank hold IHF as of Q4 2017.

Glassman Wealth Services reported no remaining iShares US Healthcare Providers ETF position as of Q4 2017 after selling out during the quarter.
Glassman Wealth Services sold 37,000 iShares US Healthcare Providers ETF shares in Q4 2017, an estimated $1.09M.
Glassman Wealth Services first reported a position in iShares US Healthcare Providers ETF in Q2 2016 and held it in 6 quarters.
Glassman Wealth Services's iShares US Healthcare Providers ETF position peaked at $1.1M in Q2 2017.
106 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2017.

Based on Glassman Wealth Services's 13F filing for Q4 2017, filed 6 Feb 2018.