Vontobel Holding’s iShares US Healthcare Providers ETF IHF Stock Holding History

Vontobel Holding’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
2023 Q3	–	Sell	-4,645	Closed	-$238K	–	1101
2023 Q2	$238K	Buy	4,645 +545	+13%	+$27.6K	﹤0.01%	970
2023 Q1	$203K	Buy	+4,100	New	+$211K	﹤0.01%	982
2022 Q4	–	Sell	-4,000	Closed	-$205K	–	1102
2022 Q3	$205K	Hold	4,000	–	–	﹤0.01%	945
2022 Q2	$205K	Hold	4,000	–	–	﹤0.01%	938
2022 Q1	$226K	Hold	4,000	–	–	﹤0.01%	972
2021 Q4	$232K	Hold	4,000	–	–	﹤0.01%	970
2021 Q3	$205K	Hold	4,000	–	–	﹤0.01%	1032
2021 Q2	$213K	Hold	4,000	–	–	﹤0.01%	1026
2021 Q1	$201K	Sell	4,000 -1,500	-27%	-$73.3K	﹤0.01%	914
2020 Q4	$258K	Buy	+5,500	New	+$244K	﹤0.01%	839

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vontobel Holding's IHF Position: Q3 2023 in Review

Vontobel Holding sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2023, closing a stake of 4,645 shares — an estimated $238K sold.

Vontobel Holding first reported a position in IHF in Q4 2020 and held it in 10 quarters. The position peaked at $258K in Q4 2020. 202 funds tracked by Wall St. Rank hold IHF as of Q3 2023.

Vontobel Holding reported no remaining iShares US Healthcare Providers ETF position as of Q3 2023 after selling out during the quarter.
Vontobel Holding sold 4,645 iShares US Healthcare Providers ETF shares in Q3 2023, an estimated $238K.
Vontobel Holding first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and held it in 10 quarters.
Vontobel Holding's iShares US Healthcare Providers ETF position peaked at $258K in Q4 2020.
202 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2023.

Based on Vontobel Holding's 13F filing for Q3 2023, filed 11 Oct 2023.