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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return