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

IBEX 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
2021 Q4	–	Sell	-700	Closed	-$36K	–	301
2021 Q3	$36K	Buy	+700	New	+$37.3K	0.01%	288
2019 Q3	–	Sell	-1,375	Closed	-$47K	–	212
2019 Q2	$47K	Sell	1,375 -112,085	-99%	-$3.73M	0.01%	231
2019 Q1	$3.81M	Buy	+113,460	New	+$3.95M	1.34%	23

Other funds holding IHF

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

IBEX Wealth Advisors's IHF Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2021, closing a stake of 700 shares — an estimated $36K sold.

IBEX Wealth Advisors first reported a position in IHF in Q1 2019 and held it in 3 quarters. The position peaked at $3.81M in Q1 2019. 208 funds tracked by Wall St. Rank hold IHF as of Q4 2021.

IBEX Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 700 iShares US Healthcare Providers ETF shares in Q4 2021, an estimated $36K.
IBEX Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q1 2019 and held it in 3 quarters.
IBEX Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $3.81M in Q1 2019.
208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.