Hudock Inc’s iShares US Healthcare Providers ETF IHF Stock Holding History

Hudock Inc’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 Q4	–	Sell	-13,600	Closed	-$669K	–	158
2023 Q3	$669K	Sell	13,600 -1,570	-10%	-$79.7K	0.16%	67
2023 Q2	$776K	Sell	15,170 -415	-3%	-$21K	0.18%	63
2023 Q1	$771K	Buy	15,585 +3,045	+24%	+$156K	0.19%	62
2022 Q4	$671K	Buy	+12,540	New	+$674K	0.23%	59
2017 Q4	–	Sell	-410	Closed	-$12K	–	652
2017 Q3	$12K	Hold	410	–	–	0.01%	400
2017 Q2	$12K	Hold	410	–	–	0.01%	386
2017 Q1	$10K	Hold	410	–	–	0.01%	392
2016 Q4	$10K	Sell	410 -5	-1%	-$123	0.01%	389
2016 Q3	$10K	Buy	415 +225	+118%	+$5.66K	0.01%	394
2016 Q2	$4K	Hold	190	–	–	﹤0.01%	481
2016 Q1	$4K	Buy	+190	New	+$4.43K	﹤0.01%	486

Other funds holding IHF

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

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

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

WBG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hudock Inc's IHF Position: Q4 2023 in Review

Hudock Inc sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2023, closing a stake of 13,600 shares — an estimated $669K sold.

Hudock Inc first reported a position in IHF in Q1 2016 and held it in 11 quarters. The position peaked at $776K in Q2 2023. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2023.

Hudock Inc reported no remaining iShares US Healthcare Providers ETF position as of Q4 2023 after selling out during the quarter.
Hudock Inc sold 13,600 iShares US Healthcare Providers ETF shares in Q4 2023, an estimated $669K.
Hudock Inc first reported a position in iShares US Healthcare Providers ETF in Q1 2016 and held it in 11 quarters.
Hudock Inc's iShares US Healthcare Providers ETF position peaked at $776K in Q2 2023.
220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2023.

Based on Hudock Inc's 13F filing for Q4 2023, filed 22 Jan 2024.