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Polaris Wealth Advisory Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Polaris Wealth Advisory 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
2019
Q3 		– Sell
-354,770
Closed -$12.1M – 168
2019
Q2 		$12.1M Buy
+354,770
New +$11.8M 0.92% 45

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Polaris Wealth Advisory Group's IHF Position: Q3 2019 in Review

Polaris Wealth Advisory Group sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2019, closing a stake of 354,770 shares — an estimated $12.1M sold.

Polaris Wealth Advisory Group first reported a position in IHF in Q2 2019 and held it in 1 quarter. The position peaked at $12.1M in Q2 2019. 131 funds tracked by Wall St. Rank hold IHF as of Q3 2019.

  • Polaris Wealth Advisory Group reported no remaining iShares US Healthcare Providers ETF position as of Q3 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 354,770 iShares US Healthcare Providers ETF shares in Q3 2019, an estimated $12.1M.
  • Polaris Wealth Advisory Group first reported a position in iShares US Healthcare Providers ETF in Q2 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's iShares US Healthcare Providers ETF position peaked at $12.1M in Q2 2019.
  • 131 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2019, filed 9 Oct 2019.