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

Meridian 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
2023 Q3	–	Sell	-23,760	Closed	-$1.22M	–	552
2023 Q2	$1.22M	Hold	23,760	–	–	0.1%	169
2023 Q1	$1.17M	Sell	23,760 -65	-0.3%	-$3.34K	0.1%	182
2022 Q4	$1.28M	Sell	23,825 -1,755	-7%	-$94.3K	0.12%	160
2022 Q3	$1.31M	Buy	+25,580	New	+$1.39M	0.14%	150
2019 Q3	–	Sell	-2,600	Closed	-$892	–	326
2019 Q2	$892	Buy	+2,600	New	+$86.5K	0.04%	289

Other funds holding IHF

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Meridian Wealth Management's IHF Position: Q3 2023 in Review

Meridian Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 23,760 shares — an estimated $1.22M sold.

Meridian Wealth Management first reported a position in IHF in Q2 2019 and held it in 5 quarters. The position peaked at $1.31M in Q3 2022. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

Meridian Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Management sold 23,760 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $1.22M.
Meridian Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2019 and held it in 5 quarters.
Meridian Wealth Management's iShares US Healthcare Providers ETF position peaked at $1.31M in Q3 2022.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on Meridian Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.