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USCA RIA’s iShares US Healthcare Providers ETF IHF Stock Holding History

USCA RIA’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
2021
Q2 		$462K Hold
8,675
– – 0.03% 407
2021
Q1 		$437K Hold
8,675
– – 0.03% 399
2020
Q4 		$407K Sell
8,675
-76,085
-90% -$3.38M 0.03% 360
2020
Q3 		$3.42M Buy
84,760
+2,230
+3% +$90.1K 0.27% 86
2020
Q2 		$3.19M Buy
82,530
+73,395
+803% +$2.77M 0.28% 80
2020
Q1 		$305K Sell
9,135
-41,950
-82% -$1.59M 0.04% 320
2019
Q4 		$2.05M Sell
51,085
-640
-1% -$23.5K 0.18% 162
2019
Q3 		$1.67M Sell
51,725
-285
-0.5% -$9.8K 0.16% 168
2019
Q2 		$1.78M Buy
52,010
+195
+0.4% +$6.49K 0.18% 150
2019
Q1 		$1.74M Sell
51,815
-12,760
-20% -$444K 0.19% 150
2018
Q4 		$2.13M Sell
64,575
-13,875
-18% -$526K 0.28% 114
2018
Q3 		$3.14M Sell
78,450
-8,790
-10% -$334K 0.32% 96
2018
Q2 		$3.06M Buy
87,240
+615
+0.7% +$20.9K 0.33% 87
2018
Q1 		$2.74M Sell
86,625
-835
-1% -$27.1K 0.3% 102
2017
Q4 		$2.74M Sell
87,460
-2,125
-2% -$63.9K 0.3% 103
2017
Q3 		$2.66M Hold
89,585
– – 0.34% 88
2017
Q2 		$2.66M Sell
89,585
-3,725
-4% -$105K 0.34% 89
2017
Q1 		$2.5M Sell
93,310
-2,080
-2% -$55.1K 0.37% 73
2016
Q4 		$2.39M Sell
95,390
-2,900
-3% -$71.4K 0.37% 73
2016
Q3 		$2.44M Sell
98,290
-2,185
-2% -$54.9K 0.4% 65
2016
Q2 		$2.56M Sell
100,475
-2,675
-3% -$67K 0.43% 61
2016
Q1 		$2.52M Sell
103,150
-380
-0.4% -$8.86K 0.46% 55
2015
Q4 		$2.58M Buy
103,530
+15,955
+18% +$396K 0.56% 47
2015
Q3 		$2.17M Buy
+87,575
New +$2.39M 0.54% 48

Other funds holding IHF

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USCA RIA's IHF Position: Q2 2021 in Review

USCA RIA held its iShares US Healthcare Providers ETF (IHF) position steady in Q2 2021 at 8,675 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #407.

USCA RIA first reported a position in IHF in Q3 2015 and has held it in 24 quarters since. The position peaked at $3.42M in Q3 2020. 184 funds tracked by Wall St. Rank hold IHF as of Q2 2021.

  • USCA RIA held 8,675 shares of iShares US Healthcare Providers ETF worth $462K as of Q2 2021.
  • USCA RIA left its iShares US Healthcare Providers ETF share count unchanged in Q2 2021.
  • iShares US Healthcare Providers ETF made up 0.03% of USCA RIA's portfolio in Q2 2021, its #407 holding.
  • USCA RIA first reported a position in iShares US Healthcare Providers ETF in Q3 2015 and has held it in 24 quarters since.
  • USCA RIA's iShares US Healthcare Providers ETF position peaked at $3.42M in Q3 2020.
  • 184 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.