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Provence Wealth Management Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Provence Wealth Management 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
2023
Q4 		$47.3K Hold
900
– – 0.03% 223
2023
Q3 		$44.3K Buy
+900
New +$45.7K 0.03% 214

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 $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Provence Wealth Management Group's IHF Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares US Healthcare Providers ETF (IHF) position steady in Q4 2023 at 900 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #223.

Provence Wealth Management Group first reported a position in IHF in Q3 2023 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2023.

  • Provence Wealth Management Group held 900 shares of iShares US Healthcare Providers ETF worth $47.3K as of Q4 2023.
  • Provence Wealth Management Group left its iShares US Healthcare Providers ETF share count unchanged in Q4 2023.
  • iShares US Healthcare Providers ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #223 holding.
  • Provence Wealth Management Group first reported a position in iShares US Healthcare Providers ETF in Q3 2023 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.