Orion Portfolio Solutions’s iShares US Healthcare Providers ETF IHF Stock Holding History

Orion Portfolio Solutions’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
2022 Q2	–	Sell	-6,260	Closed	-$354K	–	707
2022 Q1	$354K	Buy	+6,260	New	+$343K	0.01%	533
2020 Q3	–	Sell	-950	Closed	-$37K	–	1196
2020 Q2	$37K	Sell	950 -30	-3%	-$1.13K	﹤0.01%	779
2020 Q1	$33K	Sell	980 -30	-3%	-$1.14K	﹤0.01%	692
2019 Q4	$41K	Buy	+1,010	New	+$37.1K	﹤0.01%	591

Other funds holding IHF

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

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

Orion Portfolio Solutions's IHF Position: Q2 2022 in Review

Orion Portfolio Solutions sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 6,260 shares — an estimated $354K sold.

Orion Portfolio Solutions first reported a position in IHF in Q4 2019 and held it in 4 quarters. The position peaked at $354K in Q1 2022. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

Orion Portfolio Solutions reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
Orion Portfolio Solutions sold 6,260 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $354K.
Orion Portfolio Solutions first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 4 quarters.
Orion Portfolio Solutions's iShares US Healthcare Providers ETF position peaked at $354K in Q1 2022.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Orion Portfolio Solutions's 13F filing for Q2 2022, filed 14 Jul 2022.