MV Capital Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

MV Capital 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
2020 Q2	–	Sell	-2,500	Closed	-$83K	–	321
2020 Q1	$83K	Hold	2,500	–	–	0.02%	132
2019 Q4	$100K	Hold	2,500	–	–	0.02%	138
2019 Q3	$81K	Sell	2,500 -2,845	-53%	-$97.8K	0.02%	144
2019 Q2	$183K	Hold	5,345	–	–	0.04%	108
2019 Q1	$179K	Hold	5,345	–	–	0.04%	105
2018 Q4	$177K	Hold	5,345	–	–	0.05%	100
2018 Q3	$214K	Hold	5,345	–	–	0.05%	95
2018 Q2	$188K	Hold	5,345	–	–	0.05%	99
2018 Q1	$169K	Hold	5,345	–	–	0.04%	102
2017 Q4	$168K	Buy	+5,345	New	+$161K	0.05%	107

Other funds holding IHF

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MV Capital Management's IHF Position: Q2 2020 in Review

MV Capital Management sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2020, closing a stake of 2,500 shares — an estimated $83K sold.

MV Capital Management first reported a position in IHF in Q4 2017 and held it in 10 quarters. The position peaked at $214K in Q3 2018. 150 funds tracked by Wall St. Rank hold IHF as of Q2 2020.

MV Capital Management reported no remaining iShares US Healthcare Providers ETF position as of Q2 2020 after selling out during the quarter.
MV Capital Management sold 2,500 iShares US Healthcare Providers ETF shares in Q2 2020, an estimated $83K.
MV Capital Management first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and held it in 10 quarters.
MV Capital Management's iShares US Healthcare Providers ETF position peaked at $214K in Q3 2018.
150 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2020.

Based on MV Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.