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

Lake Point 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
2022 Q2	$3K	Buy	+65	New	+$3.46K	﹤0.01%	282

Other funds holding IHF

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

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

WBG

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Lake Point Wealth Management's IHF Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares US Healthcare Providers ETF (IHF) in Q2 2022: 65 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #282 among its holdings.

219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

Lake Point Wealth Management held 65 shares of iShares US Healthcare Providers ETF worth $3K as of Q2 2022.
iShares US Healthcare Providers ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares US Healthcare Providers ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #282 holding.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.