Hefty Wealth Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Hefty Wealth 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
2018 Q1	$48K	Buy	+1,530	New	+$49.7K	0.03%	143
2017 Q4	–	Sell	-1,965	Closed	-$58K	–	259
2017 Q3	$58K	Buy	+1,965	New	+$57.6K	0.04%	128
2017 Q2	–	Sell	-2,460	Closed	-$65K	–	255
2017 Q1	$65K	Buy	+2,460	New	+$65.1K	0.05%	114
2016 Q4	–	Sell	-2,055	Closed	-$50K	–	243
2016 Q3	$50K	Buy	+2,055	New	+$51.7K	0.04%	127

Other funds holding IHF

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

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

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

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

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Hefty Wealth Partners's IHF Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in iShares US Healthcare Providers ETF (IHF) in Q1 2018: 1,530 shares worth $48K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in IHF as recently as Q3 2017.

Hefty Wealth Partners first reported a position in IHF in Q3 2016 and has held it in 4 quarters since. The position peaked at $65K in Q1 2017. 107 funds tracked by Wall St. Rank hold IHF as of Q1 2018.

Hefty Wealth Partners held 1,530 shares of iShares US Healthcare Providers ETF worth $48K as of Q1 2018.
iShares US Healthcare Providers ETF was a new Hefty Wealth Partners position in Q1 2018.
iShares US Healthcare Providers ETF made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #143 holding.
Hefty Wealth Partners first reported a position in iShares US Healthcare Providers ETF in Q3 2016 and has held it in 4 quarters since.
Hefty Wealth Partners's iShares US Healthcare Providers ETF position peaked at $65K in Q1 2017.
107 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.