TFA
IHF icon

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

Transamerica 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
Q2 		– Sell
-5
Closed -$1K – 632
2023
Q1 		$1K Hold
5
– – ﹤0.01% 471
2022
Q4 		$1K Hold
5
– – ﹤0.01% 533
2022
Q3 		$1K Hold
5
– – ﹤0.01% 501
2022
Q2 		$1K Buy
+5
New +$266 ﹤0.01% 516
2020
Q3 		– Sell
-5
Closed -$1K – 329
2020
Q2 		$1K Buy
+5
New +$188 ﹤0.01% 412
2019
Q3 		– Sell
-5
Closed -$1K – 299
2019
Q2 		$1K Buy
+5
New +$166 ﹤0.01% 465
2019
Q1 		– Sell
-5
Closed -$1K – 266
2018
Q4 		$1K Hold
5
– – ﹤0.01% 433
2018
Q3 		$1K Hold
5
– – ﹤0.01% 436
2018
Q2 		$1K Hold
5
– – ﹤0.01% 403
2018
Q1 		$1K Hold
5
– – ﹤0.01% 383
2017
Q4 		$1K Hold
5
– – ﹤0.01% 366
2017
Q3 		$1K Hold
5
– – ﹤0.01% 362
2017
Q2 		$1K Hold
5
– – ﹤0.01% 336
2017
Q1 		$1K Hold
5
– – ﹤0.01% 333
2016
Q4 		$1K Sell
5
-15
-75% -$369 ﹤0.01% 369
2016
Q3 		$1K Hold
20
– – ﹤0.01% 373
2016
Q2 		$1K Hold
20
– – ﹤0.01% 343
2016
Q1 		$1K Hold
20
– – ﹤0.01% 700
2015
Q4 		$1K Hold
20
– – ﹤0.01% 760
2015
Q3 		$1K Sell
20
-5
-20% -$137 ﹤0.01% 758
2015
Q2 		$1K Sell
25
-22,230
-100% -$603K ﹤0.01% 819
2015
Q1 		$593K Sell
22,255
-1,185
-5% -$29.6K 0.04% 214
2014
Q4 		$555K Buy
23,440
+755
+3% +$17K 0.04% 176
2014
Q3 		$485K Buy
22,685
+1,525
+7% +$32.5K 0.04% 162
2014
Q2 		$436K Buy
+21,160
New +$417K 0.04% 188

Other funds holding IHF

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transamerica Financial Advisors's IHF Position: Q2 2023 in Review

Transamerica Financial Advisors sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2023, closing a stake of 5 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IHF in Q2 2014 and held it in 25 quarters. The position peaked at $593K in Q1 2015. 209 funds tracked by Wall St. Rank hold IHF as of Q2 2023.

  • Transamerica Financial Advisors reported no remaining iShares US Healthcare Providers ETF position as of Q2 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5 iShares US Healthcare Providers ETF shares in Q2 2023, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares US Healthcare Providers ETF in Q2 2014 and held it in 25 quarters.
  • Transamerica Financial Advisors's iShares US Healthcare Providers ETF position peaked at $593K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2023.

Based on Transamerica Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.