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

SFI 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
2023
Q4 		– Sell
-5,735
Closed -$282K – 101
2023
Q3 		$282K Sell
5,735
-41,045
-88% -$2.08M 0.28% 51
2023
Q2 		$2.39M Buy
+46,780
New +$2.37M 2.27% 19

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SFI Advisors's IHF Position: Q4 2023 in Review

SFI Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2023, closing a stake of 5,735 shares — an estimated $282K sold.

SFI Advisors first reported a position in IHF in Q2 2023 and held it in 2 quarters. The position peaked at $2.39M in Q2 2023. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2023.

  • SFI Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q4 2023 after selling out during the quarter.
  • SFI Advisors sold 5,735 iShares US Healthcare Providers ETF shares in Q4 2023, an estimated $282K.
  • SFI Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2023 and held it in 2 quarters.
  • SFI Advisors's iShares US Healthcare Providers ETF position peaked at $2.39M in Q2 2023.
  • 220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2023.

Based on SFI Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.