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

Pathstone Holdings’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
2024 Q2	–	Sell	-5,500	Closed	-$300K	–	2338
2024 Q1	$300K	Hold	5,500	–	–	﹤0.01%	1949
2023 Q4	$289K	Buy	+5,500	New	+$279K	﹤0.01%	1854

Other funds holding IHF

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

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

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

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

WBG

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Pathstone Holdings's IHF Position: Q2 2024 in Review

Pathstone Holdings sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2024, closing a stake of 5,500 shares — an estimated $300K sold.

Pathstone Holdings first reported a position in IHF in Q4 2023 and held it in 2 quarters. The position peaked at $300K in Q1 2024. 202 funds tracked by Wall St. Rank hold IHF as of Q2 2024.

Pathstone Holdings reported no remaining iShares US Healthcare Providers ETF position as of Q2 2024 after selling out during the quarter.
Pathstone Holdings sold 5,500 iShares US Healthcare Providers ETF shares in Q2 2024, an estimated $300K.
Pathstone Holdings first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 2 quarters.
Pathstone Holdings's iShares US Healthcare Providers ETF position peaked at $300K in Q1 2024.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2024.

Based on Pathstone Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.