Keystone Financial Group (Kentucky)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Keystone Financial Group (Kentucky)’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
2022 Q3	–	Sell	-5,100	Closed	-$261K	–	293
2022 Q2	$261K	Hold	5,100	–	–	0.05%	235
2022 Q1	$289K	Hold	5,100	–	–	0.05%	231
2021 Q4	$296K	Hold	5,100	–	–	0.05%	241
2021 Q3	$261K	Hold	5,100	–	–	0.05%	250
2021 Q2	$272K	Hold	5,100	–	–	0.05%	241
2021 Q1	$257K	Hold	5,100	–	–	0.05%	242
2020 Q4	$239K	Sell	5,100 -125	-2%	-$5.55K	0.05%	235
2020 Q3	$211K	Hold	5,225	–	–	0.05%	224
2020 Q2	$202K	Buy	+5,225	New	+$197K	0.05%	218
2020 Q1	–	Sell	-5,225	Closed	-$210K	–	226
2019 Q4	$210K	Buy	+5,225	New	+$192K	0.06%	234

Other funds holding IHF

MIH

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Keystone Financial Group (Kentucky)'s IHF Position: Q3 2022 in Review

Keystone Financial Group (Kentucky) sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2022, closing a stake of 5,100 shares — an estimated $261K sold.

Keystone Financial Group (Kentucky) first reported a position in IHF in Q4 2019 and held it in 10 quarters. The position peaked at $296K in Q4 2021. 216 funds tracked by Wall St. Rank hold IHF as of Q3 2022.

Keystone Financial Group (Kentucky) reported no remaining iShares US Healthcare Providers ETF position as of Q3 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,100 iShares US Healthcare Providers ETF shares in Q3 2022, an estimated $261K.
Keystone Financial Group (Kentucky) first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 10 quarters.
Keystone Financial Group (Kentucky)'s iShares US Healthcare Providers ETF position peaked at $296K in Q4 2021.
216 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2022, filed 10 Nov 2022.