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Adirondack Trust Company’s iShares US Healthcare ETF IYH Stock Holding History

Adirondack Trust Company’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
2024
Q2 		– Sell
-50
Closed -$3.1K – 498
2024
Q1 		$3.1K Hold
50
– – ﹤0.01% 445
2023
Q4 		$3.03K Hold
50
– – ﹤0.01% 444
2023
Q3 		$2.7K Hold
50
– – ﹤0.01% 445
2023
Q2 		$2.82K Sell
50
-50
-50% -$2.78K ﹤0.01% 424
2023
Q1 		$5.46K Hold
100
– – ﹤0.01% 392
2022
Q4 		$5.67K Hold
100
– – ﹤0.01% 386
2022
Q3 		$5K Buy
+100
New +$5.4K ﹤0.01% 394

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Adirondack Trust Company's IYH Position: Q2 2024 in Review

Adirondack Trust Company sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 50 shares — an estimated $3.1K sold.

Adirondack Trust Company first reported a position in IYH in Q3 2022 and held it in 7 quarters. The position peaked at $5.67K in Q4 2022. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Adirondack Trust Company reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Adirondack Trust Company sold 50 iShares US Healthcare ETF shares in Q2 2024, an estimated $3.1K.
  • Adirondack Trust Company first reported a position in iShares US Healthcare ETF in Q3 2022 and held it in 7 quarters.
  • Adirondack Trust Company's iShares US Healthcare ETF position peaked at $5.67K in Q4 2022.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Adirondack Trust Company's 13F filing for Q2 2024, filed 9 Jul 2024.