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

Teamwork Financial 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 Q1	–	Sell	-25,465	Closed	-$1.36M	–	198
2022 Q4	$1.36M	Buy	25,465 +7,200	+39%	+$387K	0.27%	61
2022 Q3	$933K	Buy	+18,265	New	+$990K	0.2%	75
2022 Q1	–	Sell	-28,265	Closed	-$1.64M	–	288
2021 Q4	$1.64M	Buy	28,265 +700	+3%	+$38.2K	0.3%	69
2021 Q3	$1.41M	Buy	+27,565	New	+$1.47M	0.28%	71
2021 Q1	–	Sell	-25,195	Closed	-$1.18M	–	239
2020 Q4	$1.18M	Buy	+25,195	New	+$1.12M	0.28%	77
2020 Q3	–	Sell	-26,355	Closed	-$1.02M	–	195
2020 Q2	$1.02M	Buy	+26,355	New	+$993K	0.36%	70

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

Teamwork Financial Advisors's IHF Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 25,465 shares — an estimated $1.36M sold.

Teamwork Financial Advisors first reported a position in IHF in Q2 2020 and held it in 6 quarters. The position peaked at $1.64M in Q4 2021. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

Teamwork Financial Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 25,465 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $1.36M.
Teamwork Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2020 and held it in 6 quarters.
Teamwork Financial Advisors's iShares US Healthcare Providers ETF position peaked at $1.64M in Q4 2021.
222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.