Lumature Wealth Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Lumature Wealth Partners’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 Q2	$6.91K	Hold	135	–	–	﹤0.01%	331
2023 Q1	$6.67K	Hold	135	–	–	﹤0.01%	327
2022 Q4	$7.23K	Hold	135	–	–	﹤0.01%	318
2022 Q3	$7K	Hold	135	–	–	﹤0.01%	326
2022 Q2	$7K	Hold	135	–	–	﹤0.01%	336
2022 Q1	$8K	Hold	135	–	–	﹤0.01%	352
2021 Q4	$8K	Hold	135	–	–	﹤0.01%	350
2021 Q3	$7K	Hold	135	–	–	﹤0.01%	360
2021 Q2	$7K	Sell	135 -190	-58%	-$10K	﹤0.01%	311
2021 Q1	$16K	Hold	325	–	–	0.01%	270
2020 Q4	$15K	Buy	+325	New	+$14.4K	0.01%	158

Other funds holding IHF

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lumature Wealth Partners's IHF Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2023 at 135 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Lumature Wealth Partners first reported a position in IHF in Q4 2020 and has held it in 11 quarters since. The position peaked at $16K in Q1 2021. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

Lumature Wealth Partners held 135 shares of iShares US Healthcare Providers ETF worth $6.91K as of Q2 2023.
Lumature Wealth Partners left its iShares US Healthcare Providers ETF share count unchanged in Q2 2023.
iShares US Healthcare Providers ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #331 holding.
Lumature Wealth Partners first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares US Healthcare Providers ETF position peaked at $16K in Q1 2021.
209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.