Sierra Capital’s iShares US Healthcare Providers ETF IHF Stock Holding History

Sierra Capital’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
2022 Q4	–	Sell	-57,170	Closed	-$2.92M	–	657
2022 Q3	$2.92M	Hold	57,170	–	–	0.54%	47
2022 Q2	$2.92M	Hold	57,170	–	–	0.53%	47
2022 Q1	$3.23M	Hold	57,170	–	–	0.51%	51
2021 Q4	$3.32M	Hold	57,170	–	–	0.49%	52
2021 Q3	$3.19M	Hold	57,170	–	–	0.54%	51
2021 Q2	$3.05M	Hold	57,170	–	–	0.57%	49
2021 Q1	$2.88M	Buy	+57,170	New	+$2.8M	0.54%	48

Other funds holding IHF

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sierra Capital's IHF Position: Q4 2022 in Review

Sierra Capital sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2022, closing a stake of 57,170 shares — an estimated $2.92M sold.

Sierra Capital first reported a position in IHF in Q1 2021 and held it in 7 quarters. The position peaked at $3.32M in Q4 2021. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2022.

Sierra Capital reported no remaining iShares US Healthcare Providers ETF position as of Q4 2022 after selling out during the quarter.
Sierra Capital sold 57,170 iShares US Healthcare Providers ETF shares in Q4 2022, an estimated $2.92M.
Sierra Capital first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and held it in 7 quarters.
Sierra Capital's iShares US Healthcare Providers ETF position peaked at $3.32M in Q4 2021.
220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2022.

Based on Sierra Capital's 13F filing for Q4 2022, filed 8 Feb 2023.