Great Diamond Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Great Diamond Partners’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
2023 Q2	–	Sell	-23,335	Closed	-$1.15M	–	225
2023 Q1	$1.15M	Buy	23,335 +3,170	+16%	+$163K	0.33%	78
2022 Q4	$1.08M	Sell	20,165 -880	-4%	-$47.3K	0.33%	70
2022 Q3	$1.07M	Buy	+21,045	New	+$1.14M	0.37%	68
2020 Q2	–	Sell	-7,645	Closed	-$254K	–	152
2020 Q1	$254K	Sell	7,645 -795	-9%	-$30.1K	0.13%	108
2019 Q4	$338K	Buy	+8,440	New	+$310K	0.13%	101

Other funds holding IHF

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Great Diamond Partners's IHF Position: Q2 2023 in Review

Great Diamond Partners sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2023, closing a stake of 23,335 shares — an estimated $1.15M sold.

Great Diamond Partners first reported a position in IHF in Q4 2019 and held it in 5 quarters. The position peaked at $1.15M in Q1 2023. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

Great Diamond Partners reported no remaining iShares US Healthcare Providers ETF position as of Q2 2023 after selling out during the quarter.
Great Diamond Partners sold 23,335 iShares US Healthcare Providers ETF shares in Q2 2023, an estimated $1.15M.
Great Diamond Partners first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 5 quarters.
Great Diamond Partners's iShares US Healthcare Providers ETF position peaked at $1.15M in Q1 2023.
209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on Great Diamond Partners's 13F filing for Q2 2023, filed 17 Jul 2023.