HCR Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

HCR Wealth Advisors’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
2020 Q1	–	Sell	-3,620	Closed	-$145K	–	244
2019 Q4	$145K	Buy	+3,620	New	+$133K	0.04%	160
2019 Q2	–	Sell	-14,465	Closed	-$483K	–	169
2019 Q1	$483K	Sell	14,465 -4,105	-22%	-$143K	0.14%	107
2018 Q4	$591K	Hold	18,570	–	–	0.19%	91
2018 Q3	$686K	Sell	18,570 -1,065	-5%	-$40.5K	0.22%	87
2018 Q2	$691K	Buy	19,635 +410	+2%	+$13.9K	0.23%	89
2018 Q1	$607K	Hold	19,225	–	–	0.21%	101
2017 Q4	$603K	Sell	19,225 -1,175	-6%	-$35.3K	0.21%	95
2017 Q3	$603K	Sell	20,400 -375	-2%	-$11K	0.25%	89
2017 Q2	$617K	Sell	20,775 -250	-1%	-$7.03K	0.3%	75
2017 Q1	$564K	Hold	21,025	–	–	0.29%	80
2016 Q4	$527K	Buy	+21,025	New	+$518K	0.28%	81

Other funds holding IHF

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

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

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

WBG

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

HCR Wealth Advisors's IHF Position: Q1 2020 in Review

HCR Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2020, closing a stake of 3,620 shares — an estimated $145K sold.

HCR Wealth Advisors first reported a position in IHF in Q4 2016 and held it in 11 quarters. The position peaked at $691K in Q2 2018. 156 funds tracked by Wall St. Rank hold IHF as of Q1 2020.

HCR Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2020 after selling out during the quarter.
HCR Wealth Advisors sold 3,620 iShares US Healthcare Providers ETF shares in Q1 2020, an estimated $145K.
HCR Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2016 and held it in 11 quarters.
HCR Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $691K in Q2 2018.
156 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2020.

Based on HCR Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.