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

NewSquare Capital’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	-30	Closed	-$1.52K	–	730
2023 Q2	$1.53K	Buy	+30	New	+$1.52K	﹤0.01%	557
2018 Q2	–	Sell	-505	Closed	-$16K	–	321
2018 Q1	$16K	Hold	505	–	–	﹤0.01%	211
2017 Q4	$16K	Hold	505	–	–	﹤0.01%	211
2017 Q3	$15K	Hold	505	–	–	﹤0.01%	189
2017 Q2	$15K	Hold	505	–	–	﹤0.01%	178
2017 Q1	$14K	Hold	505	–	–	﹤0.01%	180
2016 Q4	$13K	Hold	505	–	–	﹤0.01%	195
2016 Q3	$13K	Hold	505	–	–	﹤0.01%	237
2016 Q2	$13K	Hold	505	–	–	﹤0.01%	239
2016 Q1	$12K	Hold	505	–	–	﹤0.01%	273
2015 Q4	$13K	Hold	505	–	–	﹤0.01%	220
2015 Q3	$13K	Hold	505	–	–	﹤0.01%	213
2015 Q2	$14K	Hold	505	–	–	﹤0.01%	226
2015 Q1	$13K	Hold	505	–	–	﹤0.01%	215
2014 Q4	$12K	Hold	505	–	–	﹤0.01%	231
2014 Q3	$11K	Hold	505	–	–	﹤0.01%	239
2014 Q2	$10K	Hold	505	–	–	﹤0.01%	218
2014 Q1	$10K	Hold	505	–	–	﹤0.01%	203
2013 Q4	$9K	Buy	+505	New	+$9.11K	﹤0.01%	191

Other funds holding IHF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

NewSquare Capital's IHF Position: Q3 2023 in Review

NewSquare Capital sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 30 shares — an estimated $1.52K sold.

NewSquare Capital first reported a position in IHF in Q4 2013 and held it in 19 quarters. The position peaked at $16K in Q1 2018. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

NewSquare Capital reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
NewSquare Capital sold 30 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $1.52K.
NewSquare Capital first reported a position in iShares US Healthcare Providers ETF in Q4 2013 and held it in 19 quarters.
NewSquare Capital's iShares US Healthcare Providers ETF position peaked at $16K in Q1 2018.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.