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Walled Lake Planning & Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Walled Lake Planning & 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
2020
Q3 		– Sell
-200
Closed -$8K – 351
2020
Q2 		$8K Buy
+200
New +$7.54K 0.01% 215

Other funds holding IHF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IHF Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2020, closing a stake of 200 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in IHF in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 149 funds tracked by Wall St. Rank hold IHF as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 200 iShares US Healthcare Providers ETF shares in Q3 2020, an estimated $8K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q2 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares US Healthcare Providers ETF position peaked at $8K in Q2 2020.
  • 149 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.