Vicus Capital’s iShares US Healthcare Providers ETF IHF Stock Holding History

Vicus Capital’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	–	Sell	-41,310	Closed	-$2.11M	–	211
2022 Q3	$2.11M	Buy	+41,310	New	+$2.24M	0.25%	56
2019 Q2	–	Sell	-24,885	Closed	-$836K	–	235
2019 Q1	$836K	Buy	24,885 +430	+2%	+$15K	0.13%	109
2018 Q4	$808K	Sell	24,455 -2,200	-8%	-$83.4K	0.14%	104
2018 Q3	$1.06M	Buy	+26,655	New	+$1.01M	0.17%	85
2017 Q1	–	Sell	-20,135	Closed	-$505K	–	234
2016 Q4	$505K	Sell	20,135 -5,600	-22%	-$138K	0.11%	140
2016 Q3	$638K	Sell	25,735 -127,850	-83%	-$3.21M	0.15%	125
2016 Q2	$3.91M	Sell	153,585 -27,890	-15%	-$699K	0.95%	21
2016 Q1	$4.43M	Sell	181,475 -60,520	-25%	-$1.41M	1%	19
2015 Q4	$6.02M	Buy	241,995 +3,755	+2%	+$93.3K	1.53%	23
2015 Q3	$5.9M	Buy	238,240 +11,670	+5%	+$319K	1.56%	21
2015 Q2	$6.48M	Buy	226,570 +182,440	+413%	+$4.95M	1.69%	19
2015 Q1	$1.17M	Buy	+44,130	New	+$1.1M	0.23%	73

Other funds holding IHF

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vicus Capital's IHF Position: Q4 2022 in Review

Vicus Capital sold out of iShares US Healthcare Providers ETF (IHF) in Q4 2022, closing a stake of 41,310 shares — an estimated $2.11M sold.

Vicus Capital first reported a position in IHF in Q1 2015 and held it in 12 quarters. The position peaked at $6.48M in Q2 2015. 221 funds tracked by Wall St. Rank hold IHF as of Q4 2022.

Vicus Capital reported no remaining iShares US Healthcare Providers ETF position as of Q4 2022 after selling out during the quarter.
Vicus Capital sold 41,310 iShares US Healthcare Providers ETF shares in Q4 2022, an estimated $2.11M.
Vicus Capital first reported a position in iShares US Healthcare Providers ETF in Q1 2015 and held it in 12 quarters.
Vicus Capital's iShares US Healthcare Providers ETF position peaked at $6.48M in Q2 2015.
221 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q4 2022.

Based on Vicus Capital's 13F filing for Q4 2022, filed 15 Feb 2023.