LWL
IHF icon

Leo Wealth LLC’s iShares US Healthcare Providers ETF IHF Stock Holding History

Leo Wealth LLC’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
2024
Q2 		– Sell
-5,546
Closed -$301K – 342
2024
Q1 		$301K Sell
5,546
-22,129
-80% -$1.18M 0.03% 266
2023
Q4 		$297K Buy
+27,675
New +$1.4M 0.03% 259

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leo Wealth LLC's IHF Position: Q2 2024 in Review

Leo Wealth LLC sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2024, closing a stake of 5,546 shares — an estimated $301K sold.

Leo Wealth LLC first reported a position in IHF in Q4 2023 and held it in 2 quarters. The position peaked at $301K in Q1 2024. 202 funds tracked by Wall St. Rank hold IHF as of Q2 2024.

  • Leo Wealth LLC reported no remaining iShares US Healthcare Providers ETF position as of Q2 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 5,546 iShares US Healthcare Providers ETF shares in Q2 2024, an estimated $301K.
  • Leo Wealth LLC first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 2 quarters.
  • Leo Wealth LLC's iShares US Healthcare Providers ETF position peaked at $301K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2024.

Based on Leo Wealth LLC's 13F filing for Q2 2024, filed 17 Jul 2024.