PO
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Private Ocean’s iShares US Healthcare Providers ETF IHF Stock Holding History

Private Ocean’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
Q1 		– Sell
-305
Closed -$16.1K – 511
2023
Q4 		$16.1K Hold
305
– – ﹤0.01% 324
2023
Q3 		$15K Hold
305
– – ﹤0.01% 327
2023
Q2 		$15.6K Hold
305
– – ﹤0.01% 360
2023
Q1 		$15K Buy
+305
New +$15.7K ﹤0.01% 350
2020
Q2 		– Sell
-250
Closed -$8K – 528
2020
Q1 		$8K Buy
+250
New +$9.46K ﹤0.01% 412

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Private Ocean's IHF Position: Q1 2024 in Review

Private Ocean sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2024, closing a stake of 305 shares — an estimated $16.1K sold.

Private Ocean first reported a position in IHF in Q1 2020 and held it in 5 quarters. The position peaked at $16.1K in Q4 2023. 214 funds tracked by Wall St. Rank hold IHF as of Q1 2024.

  • Private Ocean reported no remaining iShares US Healthcare Providers ETF position as of Q1 2024 after selling out during the quarter.
  • Private Ocean sold 305 iShares US Healthcare Providers ETF shares in Q1 2024, an estimated $16.1K.
  • Private Ocean first reported a position in iShares US Healthcare Providers ETF in Q1 2020 and held it in 5 quarters.
  • Private Ocean's iShares US Healthcare Providers ETF position peaked at $16.1K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2024.

Based on Private Ocean's 13F filing for Q1 2024, filed 17 Apr 2024.