Robertson Stephens Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Robertson Stephens Wealth Management’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	–	Sell	-8,800	Closed	-$435K	–	461
2023 Q3	$435K	Sell	8,800 -80	-0.9%	-$4.06K	0.03%	323
2023 Q2	$454K	Sell	8,880 -7,140	-45%	-$361K	0.03%	294
2023 Q1	$792K	Buy	16,020 +5	+0%	+$257	0.06%	226
2022 Q4	$858K	Sell	16,015 -1,185	-7%	-$63.7K	0.08%	195
2022 Q3	$878K	Hold	17,200	–	–	0.09%	167
2022 Q2	$878K	Sell	17,200 -23,980	-58%	-$1.28M	0.08%	172
2022 Q1	$2.33M	Hold	41,180	–	–	0.2%	98
2021 Q4	$2.39M	Buy	41,180 +2,360	+6%	+$129K	0.2%	101
2021 Q3	$1.99M	Hold	38,820	–	–	0.22%	72
2021 Q2	$2.07M	Sell	38,820 -2,700	-7%	-$143K	0.25%	67
2021 Q1	$2.09M	Buy	41,520 +1,995	+5%	+$97.6K	0.33%	56
2020 Q4	$1.85M	Buy	39,525 +9,520	+32%	+$423K	0.39%	51
2020 Q3	$1.21M	Sell	30,005 -530	-2%	-$21.4K	0.3%	62
2020 Q2	$1.18M	Hold	30,535	–	–	0.34%	61
2020 Q1	$1.02M	Buy	30,535 +840	+3%	+$31.8K	0.35%	65
2019 Q4	$1.19M	Buy	29,695 +16,715	+129%	+$614K	0.6%	35
2019 Q3	$420K	Buy	12,980 +2,785	+27%	+$95.8K	0.21%	85
2019 Q2	$349K	Buy	+10,195	New	+$339K	0.34%	50

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Robertson Stephens Wealth Management's IHF Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2023, closing a stake of 8,800 shares — an estimated $435K sold.

Robertson Stephens Wealth Management first reported a position in IHF in Q2 2019 and held it in 18 quarters. The position peaked at $2.39M in Q4 2021. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2023.

Robertson Stephens Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q4 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,800 iShares US Healthcare Providers ETF shares in Q4 2023, an estimated $435K.
Robertson Stephens Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2019 and held it in 18 quarters.
Robertson Stephens Wealth Management's iShares US Healthcare Providers ETF position peaked at $2.39M in Q4 2021.
220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2023.

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