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

MinichMacGregor 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 Q1	–	Sell	-192,035	Closed	-$10.3M	–	340
2022 Q4	$10.3M	Buy	192,035 +4,440	+2%	+$239K	3.71%	9
2022 Q3	$9.58M	Buy	187,595 +13,095	+8%	+$710K	3.82%	8
2022 Q2	$8.91M	Buy	+174,500	New	+$9.29M	3.67%	8
2019 Q2	–	Sell	-50,765	Closed	-$1.71M	–	49
2019 Q1	$1.71M	Buy	+50,765	New	+$1.77M	1.28%	24
2018 Q4	–	Sell	-895	Closed	-$35K	–	280
2018 Q3	$35K	Hold	895	–	–	0.02%	156
2018 Q2	$31K	Hold	895	–	–	0.02%	159
2018 Q1	$28K	Hold	895	–	–	0.02%	163
2017 Q4	$28K	Hold	895	–	–	0.02%	158
2017 Q3	$26K	Hold	895	–	–	0.02%	165
2017 Q2	$26K	Hold	895	–	–	0.02%	156
2017 Q1	$24K	Hold	895	–	–	0.02%	161
2016 Q4	$22K	Sell	895 -1,300	-59%	-$32K	0.02%	170
2016 Q3	$54K	Sell	2,195 -121,590	-98%	-$3.06M	0.05%	111
2016 Q2	$3.15M	Buy	123,785 +615	+0.5%	+$15.4K	2.98%	8
2016 Q1	$3M	Sell	123,170 -28,615	-19%	-$667K	2.9%	8
2015 Q4	$4.21M	Buy	+151,785	New	+$3.77M	3.92%	7

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MinichMacGregor Wealth Management's IHF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 192,035 shares — an estimated $10.3M sold.

MinichMacGregor Wealth Management first reported a position in IHF in Q4 2015 and held it in 16 quarters. The position peaked at $10.3M in Q4 2022. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 192,035 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $10.3M.
MinichMacGregor Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 16 quarters.
MinichMacGregor Wealth Management's iShares US Healthcare Providers ETF position peaked at $10.3M in Q4 2022.
222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.