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Wealthstreet Investment Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wealthstreet Investment Advisors’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
Q1 		$28K Hold
500
– – 0.75% 32
2021
Q4 		$29K Hold
500
– – 0.72% 33
2021
Q3 		$26K Sell
500
-1,250
-71% -$66.7K 0.72% 34
2021
Q2 		$94K Sell
1,750
-20,690
-92% -$1.09M 0.49% 49
2021
Q1 		$1.13M Sell
22,440
-3,985
-15% -$195K 0.11% 158
2020
Q4 		$1.24M Sell
26,425
-63,435
-71% -$2.82M 0.13% 146
2020
Q3 		$3.67M Buy
89,860
+58,785
+189% +$2.38M 0.41% 56
2020
Q2 		$1.2M Buy
31,075
+4,700
+18% +$177K 0.15% 131
2020
Q1 		$879K Buy
26,375
+1,250
+5% +$47.3K 0.13% 139
2019
Q4 		$1.01M Buy
25,125
+250
+1% +$9.18K 0.12% 153
2019
Q3 		$878K Buy
24,875
+12,500
+101% +$430K 0.11% 154
2019
Q2 		$424K Buy
12,375
+6,250
+102% +$208K 0.05% 245
2019
Q1 		$206K Hold
6,125
– – 0.03% 324
2018
Q4 		$216K Sell
6,125
-10,500
-63% -$398K 0.03% 306
2018
Q3 		$665K Sell
16,625
-175
-1% -$6.65K 0.08% 210
2018
Q2 		$590K Hold
16,800
– – 0.08% 218
2018
Q1 		$531K Sell
16,800
-1,000
-6% -$32.5K 0.07% 226
2017
Q4 		$558K Buy
+17,800
New +$535K 0.07% 220

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthstreet Investment Advisors's IHF Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its iShares US Healthcare Providers ETF (IHF) position steady in Q1 2022 at 500 shares worth $28K. The position accounts for 0.75% of the portfolio, ranked #32.

Wealthstreet Investment Advisors first reported a position in IHF in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.67M in Q3 2020. 208 funds tracked by Wall St. Rank hold IHF as of Q1 2022.

  • Wealthstreet Investment Advisors held 500 shares of iShares US Healthcare Providers ETF worth $28K as of Q1 2022.
  • Wealthstreet Investment Advisors left its iShares US Healthcare Providers ETF share count unchanged in Q1 2022.
  • iShares US Healthcare Providers ETF made up 0.75% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #32 holding.
  • Wealthstreet Investment Advisors first reported a position in iShares US Healthcare Providers ETF in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's iShares US Healthcare Providers ETF position peaked at $3.67M in Q3 2020.
  • 208 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.