WESPAC Advisors SoCal’s iShares US Healthcare Providers ETF IHF Stock Holding History

WESPAC Advisors SoCal’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	-1,000	Closed	-$33K	–	179
2019 Q1	$33K	Buy	+1,000	New	+$34.8K	0.02%	134
2018 Q4	–	Hold	0	–	–	–	141
2018 Q3	–	Hold	0	–	–	–	137
2018 Q2	–	Sell	-1,000	Closed	-$31K	–	162
2018 Q1	$31K	Buy	+1,000	New	+$32.5K	0.02%	130

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

WESPAC Advisors SoCal's IHF Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2019, closing a stake of 1,000 shares — an estimated $33K sold.

WESPAC Advisors SoCal first reported a position in IHF in Q1 2018 and held it in 2 quarters. The position peaked at $33K in Q1 2019. 145 funds tracked by Wall St. Rank hold IHF as of Q2 2019.

WESPAC Advisors SoCal reported no remaining iShares US Healthcare Providers ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 1,000 iShares US Healthcare Providers ETF shares in Q2 2019, an estimated $33K.
WESPAC Advisors SoCal first reported a position in iShares US Healthcare Providers ETF in Q1 2018 and held it in 2 quarters.
WESPAC Advisors SoCal's iShares US Healthcare Providers ETF position peaked at $33K in Q1 2019.
145 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.