Ranch Capital Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Ranch Capital Advisors’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 Q4	–	Sell	-250	Closed	-$13K	–	341
2021 Q3	$13K	Hold	250	–	–	0.01%	434
2021 Q2	$13K	Hold	250	–	–	0.01%	592
2021 Q1	$12K	Hold	250	–	–	0.01%	590
2020 Q4	$11K	Hold	250	–	–	0.01%	603
2020 Q3	$10K	Hold	250	–	–	0.01%	605
2020 Q2	$10K	Sell	250 -500	-67%	-$18.8K	0.01%	626
2020 Q1	$25K	Hold	750	–	–	0.02%	401
2019 Q4	$30K	Buy	+750	New	+$27.5K	0.02%	426

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

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

Ranch Capital Advisors's IHF Position: Q4 2021 in Review

Ranch Capital Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2021, closing a stake of 250 shares — an estimated $13K sold.

Ranch Capital Advisors first reported a position in IHF in Q4 2019 and held it in 8 quarters. The position peaked at $30K in Q4 2019. 208 funds tracked by Wall St. Rank hold IHF as of Q4 2021.

Ranch Capital Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 250 iShares US Healthcare Providers ETF shares in Q4 2021, an estimated $13K.
Ranch Capital Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's iShares US Healthcare Providers ETF position peaked at $30K in Q4 2019.
208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.