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Meritage Portfolio Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Meritage Portfolio 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
Q2 		– Sell
-126,958
Closed -$6.92M – 340
2024
Q1 		$6.92M Buy
+126,958
New +$6.74M 0.44% 65

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meritage Portfolio Management's IHF Position: Q2 2024 in Review

Meritage Portfolio Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2024, closing a stake of 126,958 shares — an estimated $6.92M sold.

Meritage Portfolio Management first reported a position in IHF in Q1 2024 and held it in 1 quarter. The position peaked at $6.92M in Q1 2024. 202 funds tracked by Wall St. Rank hold IHF as of Q2 2024.

  • Meritage Portfolio Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 126,958 iShares US Healthcare Providers ETF shares in Q2 2024, an estimated $6.92M.
  • Meritage Portfolio Management first reported a position in iShares US Healthcare Providers ETF in Q1 2024 and held it in 1 quarter.
  • Meritage Portfolio Management's iShares US Healthcare Providers ETF position peaked at $6.92M in Q1 2024.
  • 202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2024.

Based on Meritage Portfolio Management's 13F filing for Q2 2024, filed 9 Aug 2024.