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LGT Financial Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

LGT Financial 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
2023
Q3 		– Sell
-225
Closed -$11.5K – 937
2023
Q2 		$11.5K Buy
+225
New +$11.4K 0.01% 193
2023
Q1 		– Sell
-225
Closed -$12K – 138
2022
Q4 		$12K Buy
+225
New +$12.1K 0.01% 160

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LGT Financial Advisors's IHF Position: Q3 2023 in Review

LGT Financial Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 225 shares — an estimated $11.5K sold.

LGT Financial Advisors first reported a position in IHF in Q4 2022 and held it in 2 quarters. The position peaked at $12K in Q4 2022. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

  • LGT Financial Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 225 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $11.5K.
  • LGT Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and held it in 2 quarters.
  • LGT Financial Advisors's iShares US Healthcare Providers ETF position peaked at $12K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on LGT Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.