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

WFG 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
2017 Q2	$37K	Sell	1,250 -5	-0.4%	-$141	0.01%	780
2017 Q1	$34K	Hold	1,255	–	–	0.01%	766
2016 Q4	$31K	Buy	1,255 +5	+0.4%	+$123	0.01%	833
2016 Q3	$31K	Sell	1,250 -15	-1%	-$377	0.01%	826
2016 Q2	$32K	Buy	1,265 +1,250	+8,333%	+$31.3K	0.01%	812
2016 Q1	$0	Buy	+15	New	+$350	﹤0.01%	1599
2014 Q3	–	Sell	-5	Closed	–	–	2135
2014 Q2	$0	Sell	5 -18,075	-100%	-$357K	﹤0.01%	2021
2014 Q1	$357K	Hold	18,080	–	–	0.07%	310
2013 Q4	$337K	Buy	18,080 +1,390	+8%	+$25.1K	0.05%	401
2013 Q3	$291K	Buy	+16,690	New	+$291K	0.05%	400

Other funds holding IHF

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

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

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFG Advisors's IHF Position: Q2 2017 in Review

WFG Advisors reduced its iShares US Healthcare Providers ETF (IHF) stake by 0.4% in Q2 2017, selling an estimated $141 and leaving 1,250 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #780.

WFG Advisors first reported a position in IHF in Q3 2013 and has held it in 10 quarters since. The position peaked at $357K in Q1 2014. 104 funds tracked by Wall St. Rank hold IHF as of Q2 2017.

WFG Advisors held 1,250 shares of iShares US Healthcare Providers ETF worth $37K as of Q2 2017.
WFG Advisors sold 5 iShares US Healthcare Providers ETF shares in Q2 2017, an estimated $141.
iShares US Healthcare Providers ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #780 holding.
WFG Advisors first reported a position in iShares US Healthcare Providers ETF in Q3 2013 and has held it in 10 quarters since.
WFG Advisors's iShares US Healthcare Providers ETF position peaked at $357K in Q1 2014.
104 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.