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

Portfolio Strategies’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
2021 Q3	–	Sell	-8,665	Closed	-$462K	–	52
2021 Q2	$462K	Hold	8,665	–	–	0.09%	40
2021 Q1	$436K	Hold	8,665	–	–	0.09%	51
2020 Q4	$407K	Sell	8,665 -15	-0.2%	-$666	0.08%	43
2020 Q3	$350K	Hold	8,680	–	–	0.1%	39
2020 Q2	$335K	Sell	8,680 -7,400	-46%	-$279K	0.12%	36
2020 Q1	$536K	Buy	16,080 +1,570	+11%	+$59.4K	0.31%	28
2019 Q4	$583K	Buy	+14,510	New	+$533K	0.27%	42

Other funds holding IHF

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

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

Portfolio Strategies's IHF Position: Q3 2021 in Review

Portfolio Strategies sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2021, closing a stake of 8,665 shares — an estimated $462K sold.

Portfolio Strategies first reported a position in IHF in Q4 2019 and held it in 7 quarters. The position peaked at $583K in Q4 2019. 174 funds tracked by Wall St. Rank hold IHF as of Q3 2021.

Portfolio Strategies reported no remaining iShares US Healthcare Providers ETF position as of Q3 2021 after selling out during the quarter.
Portfolio Strategies sold 8,665 iShares US Healthcare Providers ETF shares in Q3 2021, an estimated $462K.
Portfolio Strategies first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 7 quarters.
Portfolio Strategies's iShares US Healthcare Providers ETF position peaked at $583K in Q4 2019.
174 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2021.

Based on Portfolio Strategies's 13F filing for Q3 2021, filed 4 Nov 2021.