Lion Street Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Lion Street 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
2024 Q2	–	Sell	-772	Closed	-$202K	–	270
2024 Q1	$202K	Sell	772 -3,088	-80%	-$164K	0.08%	243
2023 Q4	$202K	Buy	+3,860	New	+$196K	0.08%	242

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lion Street Advisors's IHF Position: Q2 2024 in Review

Lion Street Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2024, closing a stake of 772 shares — an estimated $202K sold.

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

Lion Street Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q2 2024 after selling out during the quarter.
Lion Street Advisors sold 772 iShares US Healthcare Providers ETF shares in Q2 2024, an estimated $202K.
Lion Street Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 2 quarters.
Lion Street Advisors's iShares US Healthcare Providers ETF position peaked at $202K in Q1 2024.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2024.

Based on Lion Street Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.