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

KWB Wealth’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
2024
Q3 		– Sell
-7,170
Closed -$391K – 136
2024
Q2 		$391K Hold
7,170
– – 0.05% 95
2024
Q1 		$391K Buy
+7,170
New +$381K 0.05% 95

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWB Wealth's IHF Position: Q3 2024 in Review

KWB Wealth sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2024, closing a stake of 7,170 shares — an estimated $391K sold.

KWB Wealth first reported a position in IHF in Q1 2024 and held it in 2 quarters. The position peaked at $391K in Q2 2024. 203 funds tracked by Wall St. Rank hold IHF as of Q3 2024.

  • KWB Wealth reported no remaining iShares US Healthcare Providers ETF position as of Q3 2024 after selling out during the quarter.
  • KWB Wealth sold 7,170 iShares US Healthcare Providers ETF shares in Q3 2024, an estimated $391K.
  • KWB Wealth first reported a position in iShares US Healthcare Providers ETF in Q1 2024 and held it in 2 quarters.
  • KWB Wealth's iShares US Healthcare Providers ETF position peaked at $391K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2024.

Based on KWB Wealth's 13F filing for Q3 2024, filed 7 Oct 2024.