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Tyler-Stone Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-20
Closed -$1.05K – 603
2024
Q2 		$1.05K Hold
20
– – ﹤0.01% 908
2024
Q1 		$1.09K Hold
20
– – ﹤0.01% 891
2023
Q4 		$1.05K Buy
+20
New +$1.01K ﹤0.01% 859

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tyler-Stone Wealth Management's IHF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2024, closing a stake of 20 shares — an estimated $1.05K sold.

Tyler-Stone Wealth Management first reported a position in IHF in Q4 2023 and held it in 3 quarters. The position peaked at $1.09K in Q1 2024. 203 funds tracked by Wall St. Rank hold IHF as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 iShares US Healthcare Providers ETF shares in Q3 2024, an estimated $1.05K.
  • Tyler-Stone Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares US Healthcare Providers ETF position peaked at $1.09K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.