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American Capital Advisory’s iShares US Healthcare ETF IYH Stock Holding History

American Capital Advisory’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
-20
Closed -$5.46K – 478
2024
Q1 		$5.46K Buy
+20
New +$1.2K ﹤0.01% 300

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

American Capital Advisory's IYH Position: Q2 2024 in Review

American Capital Advisory sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 20 shares — an estimated $5.46K sold.

American Capital Advisory first reported a position in IYH in Q1 2024 and held it in 1 quarter. The position peaked at $5.46K in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • American Capital Advisory reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • American Capital Advisory sold 20 iShares US Healthcare ETF shares in Q2 2024, an estimated $5.46K.
  • American Capital Advisory first reported a position in iShares US Healthcare ETF in Q1 2024 and held it in 1 quarter.
  • American Capital Advisory's iShares US Healthcare ETF position peaked at $5.46K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on American Capital Advisory's 13F filing for Q2 2024, filed 29 Jul 2024.