Accel Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-335	Closed	-$18.3K	–	534
2023 Q1	$18.3K	Hold	335	–	–	0.01%	742
2022 Q4	$19K	Hold	335	–	–	0.01%	572
2022 Q3	$18K	Hold	335	–	–	0.01%	592
2022 Q2	$18K	Hold	335	–	–	0.01%	573
2022 Q1	$20K	Hold	335	–	–	0.01%	562
2021 Q4	$20K	Hold	335	–	–	0.01%	573
2021 Q3	$18K	Hold	335	–	–	0.01%	530
2021 Q2	$18K	Hold	335	–	–	0.01%	573
2021 Q1	$17K	Hold	335	–	–	0.01%	547
2020 Q4	$16K	Buy	+335	New	+$15.8K	0.01%	539

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Accel Wealth Management's IYH Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 335 shares — an estimated $18.3K sold.

Accel Wealth Management first reported a position in IYH in Q4 2020 and held it in 10 quarters. The position peaked at $20K in Q1 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

Accel Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 335 iShares US Healthcare ETF shares in Q2 2023, an estimated $18.3K.
Accel Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares US Healthcare ETF position peaked at $20K in Q1 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.