Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-265
Closed -$13K – 248
2023
Q3 		$13K Buy
+265
New +$13.5K ﹤0.01% 317

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Legacy Financial Group (Iowa)'s IHF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2023, closing a stake of 265 shares — an estimated $13K sold.

Legacy Financial Group (Iowa) first reported a position in IHF in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares US Healthcare Providers ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 265 iShares US Healthcare Providers ETF shares in Q4 2023, an estimated $13K.
  • Legacy Financial Group (Iowa) first reported a position in iShares US Healthcare Providers ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares US Healthcare Providers ETF position peaked at $13K in Q3 2023.
  • 220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.