Wealthspire Advisors (Maryland)’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,040	Closed	-$69K	–	1184
2019 Q1	$69K	Buy	2,040 +40	+2%	+$1.39K	0.01%	778
2018 Q4	$66K	Hold	2,000	–	–	0.01%	748
2018 Q3	$80K	Hold	2,000	–	–	0.01%	780
2018 Q2	$70K	Sell	2,000 -260	-12%	-$8.83K	0.01%	843
2018 Q1	$71K	Buy	2,260 +300	+15%	+$9.75K	0.01%	850
2017 Q4	$62K	Hold	1,960	–	–	0.01%	921
2017 Q3	$58K	Hold	1,960	–	–	0.01%	917
2017 Q2	$58K	Hold	1,960	–	–	0.01%	894
2017 Q1	$53K	Hold	1,960	–	–	0.01%	781
2016 Q4	$49K	Buy	1,960 +5	+0.3%	+$123	0.01%	772
2016 Q3	$48K	Hold	1,955	–	–	0.01%	782
2016 Q2	$50K	Hold	1,955	–	–	0.01%	732
2016 Q1	$48K	Sell	1,955 -5,215	-73%	-$122K	0.01%	711
2015 Q4	$178K	Buy	+7,170	New	+$178K	0.03%	391

Other funds holding IHF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

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

WBG

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SFI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IHF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2019, closing a stake of 2,040 shares — an estimated $69K sold.

Wealthspire Advisors (Maryland) first reported a position in IHF in Q4 2015 and held it in 14 quarters. The position peaked at $178K in Q4 2015. 145 funds tracked by Wall St. Rank hold IHF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares US Healthcare Providers ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,040 iShares US Healthcare Providers ETF shares in Q2 2019, an estimated $69K.
Wealthspire Advisors (Maryland) first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares US Healthcare Providers ETF position peaked at $178K in Q4 2015.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.