Regal Investment Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Regal Investment 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
2022 Q2	–	Sell	-20,550	Closed	-$1.16M	–	525
2022 Q1	$1.16M	Buy	+20,550	New	+$1.13M	0.11%	192
2015 Q4	–	Sell	-2,265	Closed	-$56K	–	561
2015 Q3	$56K	Sell	2,265 -1,840	-45%	-$50.2K	0.01%	413
2015 Q2	$117K	Buy	+4,105	New	+$111K	0.03%	314
2014 Q4	–	Sell	-6,645	Closed	-$142K	–	961
2014 Q3	$142K	Buy	+6,645	New	+$142K	0.04%	266

Other funds holding IHF

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

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

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

Regal Investment Advisors's IHF Position: Q2 2022 in Review

Regal Investment Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 20,550 shares — an estimated $1.16M sold.

Regal Investment Advisors first reported a position in IHF in Q3 2014 and held it in 4 quarters. The position peaked at $1.16M in Q1 2022. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

Regal Investment Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
Regal Investment Advisors sold 20,550 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $1.16M.
Regal Investment Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2014 and held it in 4 quarters.
Regal Investment Advisors's iShares US Healthcare Providers ETF position peaked at $1.16M in Q1 2022.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.