Well Done LLC’s iShares US Healthcare Providers ETF IHF Stock Holding History

Well Done LLC’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	-72,910	Closed	-$3.9M	–	183
2022 Q4	$3.9M	Buy	72,910 +12,530	+21%	+$673K	0.84%	33
2022 Q3	$3.08M	Buy	60,380 +5,075	+9%	+$275K	0.75%	31
2022 Q2	$2.83M	Buy	+55,305	New	+$2.95M	0.62%	33
2019 Q4	–	Sell	-18,540	Closed	-$600K	–	156
2019 Q3	$600K	Buy	18,540 +625	+3%	+$21.5K	0.15%	87
2019 Q2	$614K	Buy	17,915 +1,635	+10%	+$54.4K	0.14%	87
2019 Q1	$547K	Buy	16,280 +12,570	+339%	+$438K	0.13%	91
2018 Q4	$123K	Buy	+3,710	New	+$141K	0.03%	177
2016 Q3	–	Sell	-18,105	Closed	-$461K	–	89
2016 Q2	$461K	Buy	18,105 +1,555	+9%	+$39K	0.17%	54
2016 Q1	$404K	Buy	16,550 +4,945	+43%	+$115K	0.15%	53
2015 Q4	$289K	Buy	+11,605	New	+$288K	0.1%	68

Other funds holding IHF

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Well Done LLC's IHF Position: Q1 2023 in Review

Well Done LLC sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 72,910 shares — an estimated $3.9M sold.

Well Done LLC first reported a position in IHF in Q4 2015 and held it in 10 quarters. The position peaked at $3.9M in Q4 2022. 221 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

Well Done LLC reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
Well Done LLC sold 72,910 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $3.9M.
Well Done LLC first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 10 quarters.
Well Done LLC's iShares US Healthcare Providers ETF position peaked at $3.9M in Q4 2022.
221 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Well Done LLC's 13F filing for Q1 2023, filed 20 Apr 2023.