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Shine Investment Advisory Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		– Sell
-215
Closed -$8K – 741
2020
Q2 		$8K Hold
215
– – ﹤0.01% 579
2020
Q1 		$7K Hold
215
– – ﹤0.01% 556
2019
Q4 		$9K Hold
215
– – ﹤0.01% 589
2019
Q3 		$7K Buy
+215
New +$7.39K ﹤0.01% 619

Other funds holding IHF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Shine Investment Advisory Services's IHF Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2020, closing a stake of 215 shares — an estimated $8K sold.

Shine Investment Advisory Services first reported a position in IHF in Q3 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 149 funds tracked by Wall St. Rank hold IHF as of Q3 2020.

  • Shine Investment Advisory Services reported no remaining iShares US Healthcare Providers ETF position as of Q3 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 215 iShares US Healthcare Providers ETF shares in Q3 2020, an estimated $8K.
  • Shine Investment Advisory Services first reported a position in iShares US Healthcare Providers ETF in Q3 2019 and held it in 4 quarters.
  • Shine Investment Advisory Services's iShares US Healthcare Providers ETF position peaked at $9K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.