LF
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Lee Financial’s iShares US Healthcare Providers ETF IHF Stock Holding History

Lee Financial’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
-600
Closed -$31K – 905
2022
Q2 		$31K Buy
+600
New +$32K 0.01% 284

Other funds holding IHF

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Financial's IHF Position: Q3 2022 in Review

Lee Financial sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2022, closing a stake of 600 shares — an estimated $31K sold.

Lee Financial first reported a position in IHF in Q2 2022 and held it in 1 quarter. The position peaked at $31K in Q2 2022. 216 funds tracked by Wall St. Rank hold IHF as of Q3 2022.

  • Lee Financial reported no remaining iShares US Healthcare Providers ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 600 iShares US Healthcare Providers ETF shares in Q3 2022, an estimated $31K.
  • Lee Financial first reported a position in iShares US Healthcare Providers ETF in Q2 2022 and held it in 1 quarter.
  • Lee Financial's iShares US Healthcare Providers ETF position peaked at $31K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.