MWM
IHF icon

Mascoma Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Mascoma Wealth 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
2019
Q3 		– Sell
-1,835
Closed -$63K – 211
2019
Q2 		$63K Hold
1,835
– – 0.04% 144
2019
Q1 		$62K Sell
1,835
-1,385
-43% -$48.2K 0.04% 135
2018
Q4 		$106K Hold
3,220
– – 0.08% 98
2018
Q3 		$129K Buy
+3,220
New +$122K 0.09% 103

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mascoma Wealth Management's IHF Position: Q3 2019 in Review

Mascoma Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2019, closing a stake of 1,835 shares — an estimated $63K sold.

Mascoma Wealth Management first reported a position in IHF in Q3 2018 and held it in 4 quarters. The position peaked at $129K in Q3 2018. 131 funds tracked by Wall St. Rank hold IHF as of Q3 2019.

  • Mascoma Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,835 iShares US Healthcare Providers ETF shares in Q3 2019, an estimated $63K.
  • Mascoma Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q3 2018 and held it in 4 quarters.
  • Mascoma Wealth Management's iShares US Healthcare Providers ETF position peaked at $129K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.