WealthPLAN Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

WealthPLAN Partners’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
2018 Q4	–	Sell	-5,700	Closed	-$213K	–	266
2018 Q3	$213K	Buy	+5,700	New	+$217K	0.04%	233

Other funds holding IHF

Bank of America

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

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return