Alpha Wave Global
IYH icon

Alpha Wave Global’s iShares US Healthcare ETF IYH Stock Holding History

Alpha Wave Global’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
-278,885
Closed -$15.2M – 33
2023
Q1 		$15.2M Hold
278,885
– – 5.62% 6
2022
Q4 		$15.8M Buy
+278,885
New +$15.4M 2.89% 7

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Alpha Wave Global's IYH Position: Q2 2023 in Review

Alpha Wave Global sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 278,885 shares — an estimated $15.2M sold.

Alpha Wave Global first reported a position in IYH in Q4 2022 and held it in 2 quarters. The position peaked at $15.8M in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • Alpha Wave Global reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Alpha Wave Global sold 278,885 iShares US Healthcare ETF shares in Q2 2023, an estimated $15.2M.
  • Alpha Wave Global first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 2 quarters.
  • Alpha Wave Global's iShares US Healthcare ETF position peaked at $15.8M in Q4 2022.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Alpha Wave Global's 13F filing for Q2 2023, filed 14 Aug 2023.