MIAN
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Mariner Independent Advisor Network’s iShares US Healthcare Providers ETF IHF Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$3.4M Buy
66,465
+1,875
+3% +$102K 0.15% 157
2022
Q2 		$3.4M Buy
+64,590
New +$3.44M 0.14% 164
2016
Q4 		– Sell
-51,225
Closed -$1.27M – 180
2016
Q3 		$1.27M Buy
+51,225
New +$1.29M 0.18% 96

Other funds holding IHF

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's IHF Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its iShares US Healthcare Providers ETF (IHF) stake by 2.9% in Q3 2022, buying an estimated $102K and bringing the position to 66,465 shares worth $3.4M. The position accounts for 0.15% of the portfolio, ranked #157.

Mariner Independent Advisor Network first reported a position in IHF in Q3 2016 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold IHF as of Q3 2022.

  • Mariner Independent Advisor Network held 66,465 shares of iShares US Healthcare Providers ETF worth $3.4M as of Q3 2022.
  • Mariner Independent Advisor Network bought 1,875 iShares US Healthcare Providers ETF shares in Q3 2022, an estimated $102K.
  • iShares US Healthcare Providers ETF made up 0.15% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #157 holding.
  • Mariner Independent Advisor Network first reported a position in iShares US Healthcare Providers ETF in Q3 2016 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.