Retirement Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Retirement 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
2024 Q1	$1.36K	Hold	25	–	–	﹤0.01%	690
2023 Q4	$1.31K	Hold	25	–	–	﹤0.01%	681
2023 Q3	$1.23K	Hold	25	–	–	﹤0.01%	620
2023 Q2	$1.28K	Hold	25	–	–	﹤0.01%	655
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	640
2022 Q4	$1K	Buy	+25	New	+$1.34K	﹤0.01%	576
2022 Q3	–	Sell	-25	Closed	-$1K	–	637
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	684
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	686
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	663
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	578
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	616
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	683
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	613
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	611
2020 Q2	$1K	Buy	+25	New	+$942	﹤0.01%	596
2019 Q4	$1K	Buy	+25	New	+$918	﹤0.01%	601

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Retirement Group's IHF Position: Q1 2024 in Review

Retirement Group held its iShares US Healthcare Providers ETF (IHF) position steady in Q1 2024 at 25 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Retirement Group first reported a position in IHF in Q4 2019 and has held it in 16 quarters since. 214 funds tracked by Wall St. Rank hold IHF as of Q1 2024.

Retirement Group held 25 shares of iShares US Healthcare Providers ETF worth $1.36K as of Q1 2024.
Retirement Group left its iShares US Healthcare Providers ETF share count unchanged in Q1 2024.
iShares US Healthcare Providers ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #690 holding.
Retirement Group first reported a position in iShares US Healthcare Providers ETF in Q4 2019 and has held it in 16 quarters since.
214 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.