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

GoalVest Advisory’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
-100
Closed -$6K – 417
2022
Q1 		$6K Buy
+100
New +$5.49K ﹤0.01% 266

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

GoalVest Advisory's IHF Position: Q2 2022 in Review

GoalVest Advisory sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 100 shares — an estimated $6K sold.

GoalVest Advisory first reported a position in IHF in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

  • GoalVest Advisory reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 100 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $6K.
  • GoalVest Advisory first reported a position in iShares US Healthcare Providers ETF in Q1 2022 and held it in 1 quarter.
  • GoalVest Advisory's iShares US Healthcare Providers ETF position peaked at $6K in Q1 2022.
  • 219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.