Pathstone Holdings
IHF icon

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 203 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.
  • 203 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.