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Valley Brook Capital Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Valley Brook Capital Group’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 		– Sell
-300
Closed -$15K – 251
2021
Q1 		$15K Hold
300
– – 0.01% 332
2020
Q4 		$14K Buy
+300
New +$13.3K 0.01% 304

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

Valley Brook Capital Group's IHF Position: Q2 2021 in Review

Valley Brook Capital Group sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2021, closing a stake of 300 shares — an estimated $15K sold.

Valley Brook Capital Group first reported a position in IHF in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 184 funds tracked by Wall St. Rank hold IHF as of Q2 2021.

  • Valley Brook Capital Group reported no remaining iShares US Healthcare Providers ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 300 iShares US Healthcare Providers ETF shares in Q2 2021, an estimated $15K.
  • Valley Brook Capital Group first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's iShares US Healthcare Providers ETF position peaked at $15K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.