Advisor Partners II’s iShares US Healthcare ETF IYH Stock Holding History

Advisor Partners II’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 Q3	$310K	Buy	5,745 +70	+1%	+$3.91K	0.01%	939
2023 Q2	$318K	Buy	5,675 +205	+4%	+$11.4K	0.01%	768
2023 Q1	$299K	Buy	5,470 +70	+1%	+$3.84K	0.02%	737
2022 Q4	$306K	Hold	5,400	–	–	0.02%	676
2022 Q3	$273K	Buy	+5,400	New	+$292K	0.02%	646

Other funds holding IYH

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

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

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

Advisor Partners II's IYH Position: Q3 2023 in Review

Advisor Partners II increased its iShares US Healthcare ETF (IYH) stake by 1.2% in Q3 2023, buying an estimated $3.91K and bringing the position to 5,745 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #939.

Advisor Partners II first reported a position in IYH in Q3 2022 and has held it in 5 quarters since. The position peaked at $318K in Q2 2023. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Advisor Partners II held 5,745 shares of iShares US Healthcare ETF worth $310K as of Q3 2023.
Advisor Partners II bought 70 iShares US Healthcare ETF shares in Q3 2023, an estimated $3.91K.
iShares US Healthcare ETF made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #939 holding.
Advisor Partners II first reported a position in iShares US Healthcare ETF in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's iShares US Healthcare ETF position peaked at $318K in Q2 2023.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.