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

Jackson 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
2023 Q1	–	Sell	-23,775	Closed	-$1.27M	–	152
2022 Q4	$1.27M	Sell	23,775 -7,710	-24%	-$414K	0.47%	56
2022 Q3	$1.61M	Buy	31,485 +18,565	+144%	+$1.01M	0.32%	62
2022 Q2	$660K	Sell	12,920 -21,235	-62%	-$1.13M	0.31%	64
2022 Q1	$1.93M	Buy	+34,155	New	+$1.87M	0.27%	77

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

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

WBG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jackson Wealth Management's IHF Position: Q1 2023 in Review

Jackson Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 23,775 shares — an estimated $1.27M sold.

Jackson Wealth Management first reported a position in IHF in Q1 2022 and held it in 4 quarters. The position peaked at $1.93M in Q1 2022. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

Jackson Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
Jackson Wealth Management sold 23,775 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $1.27M.
Jackson Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q1 2022 and held it in 4 quarters.
Jackson Wealth Management's iShares US Healthcare Providers ETF position peaked at $1.93M in Q1 2022.
222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.