ZIG
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Zullo Investment Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-300
Closed -$16.1K – 416
2022
Q4 		$16.1K Hold
300
– – 0.01% 426
2022
Q3 		$15K Hold
300
– – 0.01% 433
2022
Q2 		$15K Hold
300
– – 0.01% 441
2022
Q1 		$17K Hold
300
– – 0.01% 453
2021
Q4 		$17K Buy
+300
New +$16.4K 0.01% 447

Other funds holding IHF

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zullo Investment Group's IHF Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2023, closing a stake of 300 shares — an estimated $16.1K sold.

Zullo Investment Group first reported a position in IHF in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 222 funds tracked by Wall St. Rank hold IHF as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Healthcare Providers ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 300 iShares US Healthcare Providers ETF shares in Q1 2023, an estimated $16.1K.
  • Zullo Investment Group first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Healthcare Providers ETF position peaked at $17K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.