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Institute for Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Institute for Wealth Management’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
-1,850
Closed -$74K – 518
2019
Q4 		$74K Buy
+1,850
New +$67.9K 0.02% 492

Other funds holding IHF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Institute for Wealth Management's IHF Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2020, closing a stake of 1,850 shares — an estimated $74K sold.

Institute for Wealth Management first reported a position in IHF in Q4 2019 and held it in 1 quarter. The position peaked at $74K in Q4 2019. 156 funds tracked by Wall St. Rank hold IHF as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,850 iShares US Healthcare Providers ETF shares in Q1 2020, an estimated $74K.
  • Institute for Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares US Healthcare Providers ETF position peaked at $74K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.