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Kabarec Financial Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Kabarec Financial 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
2018
Q2 		$137K Sell
3,905
-75
-2% -$2.55K 0.1% 47
2018
Q1 		$126K Buy
3,980
+75
+2% +$2.44K 0.08% 48
2017
Q4 		$122K Buy
+3,905
New +$117K 0.07% 48

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kabarec Financial Advisors's IHF Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its iShares US Healthcare Providers ETF (IHF) stake by 1.9% in Q2 2018, selling an estimated $2.55K and leaving 3,905 shares worth $137K. The position accounts for 0.1% of the portfolio, ranked #47.

Kabarec Financial Advisors first reported a position in IHF in Q4 2017 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold IHF as of Q2 2018.

  • Kabarec Financial Advisors held 3,905 shares of iShares US Healthcare Providers ETF worth $137K as of Q2 2018.
  • Kabarec Financial Advisors sold 75 iShares US Healthcare Providers ETF shares in Q2 2018, an estimated $2.55K.
  • iShares US Healthcare Providers ETF made up 0.1% of Kabarec Financial Advisors's portfolio in Q2 2018, its #47 holding.
  • Kabarec Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.