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

Lenox Wealth Advisors’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
Q1 		$29K Hold
500
– – ﹤0.01% 329
2021
Q4 		$29K Hold
500
– – ﹤0.01% 338
2021
Q3 		$26K Buy
+500
New +$26.7K ﹤0.01% 321

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lenox Wealth Advisors's IHF Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares US Healthcare Providers ETF (IHF) position steady in Q1 2022 at 500 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Lenox Wealth Advisors first reported a position in IHF in Q3 2021 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold IHF as of Q1 2022.

  • Lenox Wealth Advisors held 500 shares of iShares US Healthcare Providers ETF worth $29K as of Q1 2022.
  • Lenox Wealth Advisors left its iShares US Healthcare Providers ETF share count unchanged in Q1 2022.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #329 holding.
  • Lenox Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2021 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.