Jackson Financial Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Jackson Financial 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
2019 Q4	$13.9M	Sell	345,185 -2,070	-0.6%	-$76K	7.16%	5
2019 Q3	$11.2M	Buy	347,255 +7,900	+2%	+$272K	6.78%	6
2019 Q2	$11.6M	Sell	339,355 -2,580	-0.8%	-$85.8K	7.58%	2
2019 Q1	$11.5M	Buy	341,935 +8,430	+3%	+$294K	7.63%	2
2018 Q4	$11M	Sell	333,505 -3,365	-1%	-$128K	12.17%	2
2018 Q3	$13.5M	Sell	336,870 -6,280	-2%	-$239K	10.7%	1
2018 Q2	$12.1M	Sell	343,150 -26,245	-7%	-$891K	10.74%	1
2018 Q1	$11.7M	Sell	369,395 -29,435	-7%	-$957K	10.7%	1
2017 Q4	$12.5M	Buy	+398,830	New	+$12M	11.43%	1

Other funds holding IHF

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

WBG

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jackson Financial Management's IHF Position: Q4 2019 in Review

Jackson Financial Management reduced its iShares US Healthcare Providers ETF (IHF) stake by 0.6% in Q4 2019, selling an estimated $76K and leaving 345,185 shares worth $13.9M. The position accounts for 7.16% of the portfolio, ranked #5.

Jackson Financial Management first reported a position in IHF in Q4 2017 and has held it in 9 quarters since. 158 funds tracked by Wall St. Rank hold IHF as of Q4 2019.

Jackson Financial Management held 345,185 shares of iShares US Healthcare Providers ETF worth $13.9M as of Q4 2019.
Jackson Financial Management sold 2,070 iShares US Healthcare Providers ETF shares in Q4 2019, an estimated $76K.
iShares US Healthcare Providers ETF made up 7.16% of Jackson Financial Management's portfolio in Q4 2019, its #5 holding.
Jackson Financial Management first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and has held it in 9 quarters since.
158 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.