River Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-1,795	Closed	-$59K	–	311
2018 Q4	$59K	Buy	1,795 +5	+0.3%	+$190	0.03%	227
2018 Q3	$72K	Sell	1,790 -500	-22%	-$19K	0.03%	237
2018 Q2	$81K	Buy	+2,290	New	+$77.8K	0.03%	222

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

River Wealth Advisors's IHF Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2019, closing a stake of 1,795 shares — an estimated $59K sold.

River Wealth Advisors first reported a position in IHF in Q2 2018 and held it in 3 quarters. The position peaked at $81K in Q2 2018. 145 funds tracked by Wall St. Rank hold IHF as of Q1 2019.

River Wealth Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,795 iShares US Healthcare Providers ETF shares in Q1 2019, an estimated $59K.
River Wealth Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares US Healthcare Providers ETF position peaked at $81K in Q2 2018.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.