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Western Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History

Western Wealth Management’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
Q3 		– Sell
-13,615
Closed -$469K – 401
2019
Q2 		$469K Sell
13,615
-1,865
-12% -$62K 0.06% 234
2019
Q1 		$516K Buy
15,480
+470
+3% +$16.4K 0.11% 202
2018
Q4 		$495K Buy
+15,010
New +$569K 0.13% 174

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Western Wealth Management's IHF Position: Q3 2019 in Review

Western Wealth Management sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2019, closing a stake of 13,615 shares — an estimated $469K sold.

Western Wealth Management first reported a position in IHF in Q4 2018 and held it in 3 quarters. The position peaked at $516K in Q1 2019. 131 funds tracked by Wall St. Rank hold IHF as of Q3 2019.

  • Western Wealth Management reported no remaining iShares US Healthcare Providers ETF position as of Q3 2019 after selling out during the quarter.
  • Western Wealth Management sold 13,615 iShares US Healthcare Providers ETF shares in Q3 2019, an estimated $469K.
  • Western Wealth Management first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 3 quarters.
  • Western Wealth Management's iShares US Healthcare Providers ETF position peaked at $516K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2019.

Based on Western Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.