Gruss & Co’s iShares US Healthcare Providers ETF IHF Stock Holding History

Gruss & Co’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 Q1	–	Sell	-10,000	Closed	-$535K	–	26
2022 Q4	$535K	Hold	10,000	–	–	3.31%	11
2022 Q3	$511K	Hold	10,000	–	–	4.4%	7
2022 Q2	$511K	Hold	10,000	–	–	3.56%	7
2022 Q1	$566K	Hold	10,000	–	–	2.51%	13
2021 Q4	$581K	Hold	10,000	–	–	1.56%	19
2021 Q3	$512K	Hold	10,000	–	–	1.43%	13
2021 Q2	$533K	Hold	10,000	–	–	1.93%	15
2021 Q1	$504K	Buy	+10,000	New	+$489K	2.09%	15

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gruss & Co's IHF Position: Q1 2023 in Review

Gruss & Co sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 10,000 shares — an estimated $535K sold.

Gruss & Co first reported a position in IHF in Q1 2021 and held it in 8 quarters. The position peaked at $581K in Q4 2021. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

Gruss & Co reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
Gruss & Co sold 10,000 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $535K.
Gruss & Co first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and held it in 8 quarters.
Gruss & Co's iShares US Healthcare Providers ETF position peaked at $581K in Q4 2021.
222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Gruss & Co's 13F filing for Q1 2023, filed 12 May 2023.