Ascent Group’s iShares US Healthcare ETF IYH Stock Holding History

Ascent Group’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	–	Sell	-4,040	Closed	-$229K	–	477
2023 Q2	$229K	Buy	+4,040	New	+$224K	0.03%	418

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ascent Group's IYH Position: Q3 2023 in Review

Ascent Group sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 4,040 shares — an estimated $229K sold.

Ascent Group first reported a position in IYH in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Ascent Group reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Ascent Group sold 4,040 iShares US Healthcare ETF shares in Q3 2023, an estimated $229K.
Ascent Group first reported a position in iShares US Healthcare ETF in Q2 2023 and held it in 1 quarter.
Ascent Group's iShares US Healthcare ETF position peaked at $229K in Q2 2023.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Ascent Group's 13F filing for Q3 2023, filed 14 Nov 2023.