Rowlandmiller & Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Rowlandmiller & Partners’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 Q3	–	Sell	-2,030	Closed	-$104K	–	178
2023 Q2	$104K	Hold	2,030	–	–	0.02%	180
2023 Q1	$100K	Hold	2,030	–	–	0.02%	178
2022 Q4	$107K	Hold	2,030	–	–	0.03%	173
2022 Q3	$104K	Hold	2,030	–	–	0.03%	170
2022 Q2	$104K	Hold	2,030	–	–	0.03%	170
2022 Q1	$115K	Hold	2,030	–	–	0.03%	171
2021 Q4	$118K	Buy	+2,030	New	+$111K	0.03%	176
2021 Q3	–	Sell	-2,030	Closed	-$108K	–	164
2021 Q2	$108K	Hold	2,030	–	–	0.03%	173
2021 Q1	$102K	Buy	+2,030	New	+$99.3K	0.03%	168

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Rowlandmiller & Partners's IHF Position: Q3 2023 in Review

Rowlandmiller & Partners sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 2,030 shares — an estimated $104K sold.

Rowlandmiller & Partners first reported a position in IHF in Q1 2021 and held it in 9 quarters. The position peaked at $118K in Q4 2021. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

Rowlandmiller & Partners reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
Rowlandmiller & Partners sold 2,030 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $104K.
Rowlandmiller & Partners first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and held it in 9 quarters.
Rowlandmiller & Partners's iShares US Healthcare Providers ETF position peaked at $118K in Q4 2021.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on Rowlandmiller & Partners's 13F filing for Q3 2023, filed 26 Oct 2023.