Laurel Wealth Advisors (North Carolina)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-400	Closed	-$23K	–	665
2022 Q1	$23K	Sell	400 -1,285	-76%	-$70.5K	﹤0.01%	329
2021 Q4	$98K	Buy	1,685 +150	+10%	+$8.19K	0.02%	215
2021 Q3	$79K	Sell	1,535 -615	-29%	-$32.8K	0.02%	233
2021 Q2	$115K	Buy	2,150 +865	+67%	+$45.7K	0.02%	209
2021 Q1	$65K	Hold	1,285	–	–	0.02%	246
2020 Q4	$60K	Hold	1,285	–	–	0.02%	243
2020 Q3	$52K	Hold	1,285	–	–	0.02%	234
2020 Q2	$50K	Hold	1,285	–	–	0.02%	235
2020 Q1	$43K	Hold	1,285	–	–	0.02%	233
2019 Q4	$52K	Hold	1,285	–	–	0.02%	237
2019 Q3	$42K	Hold	1,285	–	–	0.01%	252
2019 Q2	$44K	Hold	1,285	–	–	0.02%	244
2019 Q1	$43K	Hold	1,285	–	–	0.02%	235
2018 Q4	$42K	Buy	+1,285	New	+$48.7K	0.02%	226

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

Laurel Wealth Advisors (North Carolina)'s IHF Position: Q2 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 400 shares — an estimated $23K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IHF in Q4 2018 and held it in 14 quarters. The position peaked at $115K in Q2 2021. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 400 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $23K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 14 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares US Healthcare Providers ETF position peaked at $115K in Q2 2021.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 12 Aug 2022.