WBI Investments’s iShares US Healthcare Providers ETF IHF Stock Holding History

WBI Investments’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 Q1	–	Sell	-9,950	Closed	-$533K	–	204
2022 Q4	$533K	Buy	9,950 +2,765	+38%	+$149K	0.11%	127
2022 Q3	$364K	Buy	+7,185	New	+$389K	0.11%	92
2022 Q2	–	Sell	-40,155	Closed	-$2.23M	–	152
2022 Q1	$2.23M	Sell	40,155 -980	-2%	-$53.8K	0.36%	71
2021 Q4	$2.35M	Buy	41,135 +505	+1%	+$27.6K	0.38%	71
2021 Q3	$2.04M	Buy	40,630 +3,200	+9%	+$171K	0.34%	79
2021 Q2	$2M	Buy	37,430 +30,635	+451%	+$1.62M	0.31%	76
2021 Q1	$342K	Buy	+6,795	New	+$332K	0.05%	163

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WBI Investments's IHF Position: Q1 2023 in Review

WBI Investments sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 9,950 shares — an estimated $533K sold.

WBI Investments first reported a position in IHF in Q1 2021 and held it in 7 quarters. The position peaked at $2.35M in Q4 2021. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

WBI Investments reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
WBI Investments sold 9,950 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $533K.
WBI Investments first reported a position in iShares US Healthcare Providers ETF in Q1 2021 and held it in 7 quarters.
WBI Investments's iShares US Healthcare Providers ETF position peaked at $2.35M in Q4 2021.
222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on WBI Investments's 13F filing for Q1 2023, filed 15 May 2023.