TrustCore Financial Services’s iShares US Healthcare Providers ETF IHF Stock Holding History

TrustCore Financial 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
2022 Q4	$111K	Buy	2,075 +5	+0.2%	+$269	0.01%	338
2022 Q3	$106K	Hold	2,070	–	–	0.01%	338
2022 Q2	$106K	Hold	2,070	–	–	0.01%	335
2022 Q1	$117K	Sell	2,070 -160	-7%	-$8.78K	0.01%	338
2021 Q4	$130K	Hold	2,230	–	–	0.01%	300
2021 Q3	$114K	Hold	2,230	–	–	0.01%	331
2021 Q2	$119K	Buy	2,230 +5	+0.2%	+$264	0.01%	324
2021 Q1	$112K	Hold	2,225	–	–	0.01%	317
2020 Q4	$104K	Hold	2,225	–	–	0.01%	326
2020 Q3	$90K	Buy	2,225 +5	+0.2%	+$202	0.01%	315
2020 Q2	$86K	Hold	2,220	–	–	0.01%	323
2020 Q1	$74K	Hold	2,220	–	–	0.02%	311
2019 Q4	$89K	Buy	2,220 +5	+0.2%	+$184	0.02%	303
2019 Q3	$72K	Hold	2,215	–	–	0.02%	313
2019 Q2	$76K	Buy	2,215 +1,250	+130%	+$41.6K	0.02%	297
2019 Q1	$32K	Buy	+965	New	+$33.6K	0.01%	373
2018 Q4	–	Sell	-925	Closed	-$37K	–	580
2018 Q3	$37K	Hold	925	–	–	0.01%	352
2018 Q2	$33K	Hold	925	–	–	0.01%	359
2018 Q1	$29K	Hold	925	–	–	0.01%	350
2017 Q4	$29K	Buy	+925	New	+$27.8K	0.01%	340

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

TrustCore Financial Services's IHF Position: Q4 2022 in Review

TrustCore Financial Services increased its iShares US Healthcare Providers ETF (IHF) stake by 0.24% in Q4 2022, buying an estimated $269 and bringing the position to 2,075 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #338.

TrustCore Financial Services first reported a position in IHF in Q4 2017 and has held it in 20 quarters since. The position peaked at $130K in Q4 2021. 220 funds tracked by Wall St. Rank hold IHF as of Q4 2022.

TrustCore Financial Services held 2,075 shares of iShares US Healthcare Providers ETF worth $111K as of Q4 2022.
TrustCore Financial Services bought 5 iShares US Healthcare Providers ETF shares in Q4 2022, an estimated $269.
iShares US Healthcare Providers ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #338 holding.
TrustCore Financial Services first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and has held it in 20 quarters since.
TrustCore Financial Services's iShares US Healthcare Providers ETF position peaked at $130K in Q4 2021.
220 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.