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Pathstone Family Office’s iShares US Healthcare Providers ETF IHF Stock Holding History

Pathstone Family Office’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 		$468K Buy
+9,500
New +$482K ﹤0.01% 1071
2013
Q3 		– Sell
-4,235
Closed -$71K – 367
2013
Q2 		$71K Buy
+4,235
New +$68.4K 0.08% 73

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pathstone Family Office's IHF Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares US Healthcare Providers ETF (IHF) in Q3 2023: 9,500 shares worth $468K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in IHF as recently as Q2 2013.

Pathstone Family Office first reported a position in IHF in Q2 2013 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

  • Pathstone Family Office held 9,500 shares of iShares US Healthcare Providers ETF worth $468K as of Q3 2023.
  • iShares US Healthcare Providers ETF was a new Pathstone Family Office position in Q3 2023.
  • iShares US Healthcare Providers ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1071 holding.
  • Pathstone Family Office first reported a position in iShares US Healthcare Providers ETF in Q2 2013 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.