W
IHF icon

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

WealthOne’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
Q3 		– Sell
-7,280
Closed -$372K – 111
2022
Q2 		$372K Buy
+7,280
New +$388K 0.15% 73
2021
Q3 		– Sell
-10,760
Closed -$573K – 134
2021
Q2 		$573K Buy
+10,760
New +$568K 0.22% 59
2019
Q1 		– Sell
-2,525
Closed -$83K – 293
2018
Q4 		$83K Buy
+2,525
New +$95.7K 0.07% 137

Other funds holding IHF

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthOne's IHF Position: Q3 2022 in Review

WealthOne sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2022, closing a stake of 7,280 shares — an estimated $372K sold.

WealthOne first reported a position in IHF in Q4 2018 and held it in 3 quarters. The position peaked at $573K in Q2 2021. 216 funds tracked by Wall St. Rank hold IHF as of Q3 2022.

  • WealthOne reported no remaining iShares US Healthcare Providers ETF position as of Q3 2022 after selling out during the quarter.
  • WealthOne sold 7,280 iShares US Healthcare Providers ETF shares in Q3 2022, an estimated $372K.
  • WealthOne first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 3 quarters.
  • WealthOne's iShares US Healthcare Providers ETF position peaked at $573K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2022.

Based on WealthOne's 13F filing for Q3 2022, filed 18 Oct 2022.