Wellington Management Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Wellington Management Group’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
2024 Q3	–	Sell	-114,791	Closed	-$6.02M	–	1967
2024 Q2	$6.02M	Buy	114,791 +13,589	+13%	+$710K	﹤0.01%	1277
2024 Q1	$5.52M	Sell	101,202 -3,218	-3%	-$171K	﹤0.01%	1303
2023 Q4	$5.48M	Sell	104,420 -9,090	-8%	-$461K	﹤0.01%	1281
2023 Q3	$5.59M	Buy	113,510 +17,640	+18%	+$895K	﹤0.01%	1253
2023 Q2	$4.9M	Sell	95,870 -5,195	-5%	-$263K	﹤0.01%	1273
2023 Q1	$5M	Hold	101,065	–	–	﹤0.01%	1284
2022 Q4	$5.41M	Buy	101,065 +41,860	+71%	+$2.25M	﹤0.01%	1246
2022 Q3	$3.02M	Sell	59,205 -16,785	-22%	-$910K	﹤0.01%	1418
2022 Q2	$3.88M	Hold	75,990	–	–	﹤0.01%	1393
2022 Q1	$4.3M	Hold	75,990	–	–	﹤0.01%	1429
2021 Q4	$4.41M	Hold	75,990	–	–	﹤0.01%	1494
2021 Q3	$3.89M	Hold	75,990	–	–	﹤0.01%	1569
2021 Q2	$4.05M	Buy	+75,990	New	+$4.01M	﹤0.01%	1553

Other funds holding IHF

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

WBG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group's IHF Position: Q3 2024 in Review

Wellington Management Group sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2024, closing a stake of 114,791 shares — an estimated $6.02M sold.

Wellington Management Group first reported a position in IHF in Q2 2021 and held it in 13 quarters. The position peaked at $6.02M in Q2 2024. 203 funds tracked by Wall St. Rank hold IHF as of Q3 2024.

Wellington Management Group reported no remaining iShares US Healthcare Providers ETF position as of Q3 2024 after selling out during the quarter.
Wellington Management Group sold 114,791 iShares US Healthcare Providers ETF shares in Q3 2024, an estimated $6.02M.
Wellington Management Group first reported a position in iShares US Healthcare Providers ETF in Q2 2021 and held it in 13 quarters.
Wellington Management Group's iShares US Healthcare Providers ETF position peaked at $6.02M in Q2 2024.
203 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.