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55I LLC’s iShares US Healthcare ETF IYH Stock Holding History

55I LLC’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$13.7M Buy
271,325
+140,935
+108% +$7.61M 0.38% 43
2022
Q2 		$7.01M Buy
130,390
+19,580
+18% +$1.07M 0.2% 81
2022
Q1 		$6.4M Buy
110,810
+88,395
+394% +$4.93M 0.15% 94
2021
Q4 		$1.35M Buy
22,415
+2,895
+15% +$165K 0.03% 216
2021
Q3 		$1.08M Buy
19,520
+260
+1% +$14.9K 0.03% 223
2021
Q2 		$1.05M Sell
19,260
-5,690
-23% -$301K 0.04% 185
2021
Q1 		$1.26M Buy
24,950
+10,060
+68% +$506K 0.06% 149
2020
Q4 		$732K Sell
14,890
-185
-1% -$8.73K 0.05% 147
2020
Q3 		$685K Buy
15,075
+100
+0.7% +$4.53K 0.06% 150
2020
Q2 		$646K Sell
14,975
-110
-0.7% -$4.64K 0.1% 133
2020
Q1 		$606K Buy
15,085
+180
+1% +$7.4K 0.17% 98
2019
Q4 		$643K Buy
14,905
+165
+1% +$6.66K 0.28% 75
2019
Q3 		$557K Buy
14,740
+6,010
+69% +$231K 0.27% 67
2019
Q2 		$341K Buy
+8,730
New +$330K 0.19% 79

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC's IYH Position: Q3 2022 in Review

55I LLC increased its iShares US Healthcare ETF (IYH) stake by 108% in Q3 2022, buying an estimated $7.61M and bringing the position to 271,325 shares worth $13.7M. The position accounts for 0.38% of the portfolio, ranked #43.

55I LLC first reported a position in IYH in Q2 2019 and has held it in 14 quarters since. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

  • 55I LLC held 271,325 shares of iShares US Healthcare ETF worth $13.7M as of Q3 2022.
  • 55I LLC bought 140,935 iShares US Healthcare ETF shares in Q3 2022, an estimated $7.61M.
  • iShares US Healthcare ETF made up 0.38% of 55I LLC's portfolio in Q3 2022, its #43 holding.
  • 55I LLC first reported a position in iShares US Healthcare ETF in Q2 2019 and has held it in 14 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.