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Ahrens Investment Partners’s iShares US Healthcare ETF IYH Stock Holding History

Ahrens Investment Partners’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
Q1 		$5.73K Buy
+105
New +$5.76K ﹤0.01% 738
2022
Q3 		– Sell
-200
Closed -$11K – 545
2022
Q2 		$11K Hold
200
– – ﹤0.01% 620
2022
Q1 		$12K Hold
200
– – ﹤0.01% 696
2021
Q4 		$12K Buy
+200
New +$11.4K 0.01% 706

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ahrens Investment Partners's IYH Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares US Healthcare ETF (IYH) in Q1 2023: 105 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IYH as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IYH in Q4 2021 and has held it in 4 quarters since. The position peaked at $12K in Q1 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • Ahrens Investment Partners held 105 shares of iShares US Healthcare ETF worth $5.73K as of Q1 2023.
  • iShares US Healthcare ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares US Healthcare ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #738 holding.
  • Ahrens Investment Partners first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares US Healthcare ETF position peaked at $12K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.