Next Financial Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Next Financial Group’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
2021 Q4	$19K	Hold	330	–	–	﹤0.01%	1906
2021 Q3	$17K	Hold	330	–	–	﹤0.01%	1856
2021 Q2	$18K	Sell	330 -145	-31%	-$7.66K	﹤0.01%	1791
2021 Q1	$24K	Sell	475 -50	-10%	-$2.44K	﹤0.01%	1571
2020 Q4	$25K	Sell	525 -85	-14%	-$3.77K	﹤0.01%	1455
2020 Q3	$25K	Buy	+610	New	+$24.6K	﹤0.01%	1335
2020 Q2	–	Sell	-525	Closed	-$18K	–	1194
2020 Q1	$18K	Sell	525 -5	-0.9%	-$189	﹤0.01%	1309
2019 Q4	$21K	Sell	530 -25	-5%	-$918	﹤0.01%	1509
2019 Q3	$18K	Buy	555 +310	+127%	+$10.7K	﹤0.01%	1485
2019 Q2	$8K	Buy	+245	New	+$8.15K	﹤0.01%	1747
2019 Q1	–	Sell	-245	Closed	-$8K	–	1860
2018 Q4	$8K	Buy	+245	New	+$9.29K	﹤0.01%	1407
2015 Q3	–	Sell	-150	Closed	-$4K	–	1878
2015 Q2	$4K	Hold	150	–	–	﹤0.01%	1535
2015 Q1	$3K	Buy	+150	New	+$3.74K	﹤0.01%	1610

Other funds holding IHF

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

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

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

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

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

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

WBG

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's IHF Position: Q4 2021 in Review

Next Financial Group held its iShares US Healthcare Providers ETF (IHF) position steady in Q4 2021 at 330 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Next Financial Group first reported a position in IHF in Q1 2015 and has held it in 13 quarters since. The position peaked at $25K in Q4 2020. 208 funds tracked by Wall St. Rank hold IHF as of Q4 2021.

Next Financial Group held 330 shares of iShares US Healthcare Providers ETF worth $19K as of Q4 2021.
Next Financial Group left its iShares US Healthcare Providers ETF share count unchanged in Q4 2021.
iShares US Healthcare Providers ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1906 holding.
Next Financial Group first reported a position in iShares US Healthcare Providers ETF in Q1 2015 and has held it in 13 quarters since.
Next Financial Group's iShares US Healthcare Providers ETF position peaked at $25K in Q4 2020.
208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.