M&R Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

M&R Capital Management’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 Q3	$1.43K	Hold	25	–	–	﹤0.01%	537
2024 Q2	$1.31K	Hold	25	–	–	﹤0.01%	507
2024 Q1	$1.36K	Hold	25	–	–	﹤0.01%	510
2023 Q4	$1.31K	Hold	25	–	–	﹤0.01%	592
2023 Q3	$1.23K	Hold	25	–	–	﹤0.01%	576
2023 Q2	$1.28K	Hold	25	–	–	﹤0.01%	579
2023 Q1	$1.24K	Hold	25	–	–	﹤0.01%	573
2022 Q4	$1.34K	Buy	+25	New	+$1.34K	﹤0.01%	550

Other funds holding IHF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&R Capital Management's IHF Position: Q3 2024 in Review

M&R Capital Management held its iShares US Healthcare Providers ETF (IHF) position steady in Q3 2024 at 25 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

M&R Capital Management first reported a position in IHF in Q4 2022 and has held it in 8 quarters since. 203 funds tracked by Wall St. Rank hold IHF as of Q3 2024.

M&R Capital Management held 25 shares of iShares US Healthcare Providers ETF worth $1.43K as of Q3 2024.
M&R Capital Management left its iShares US Healthcare Providers ETF share count unchanged in Q3 2024.
iShares US Healthcare Providers ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #537 holding.
M&R Capital Management first reported a position in iShares US Healthcare Providers ETF in Q4 2022 and has held it in 8 quarters since.
203 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.