Aspire Private Capital’s iShares US Healthcare ETF IYH Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-235	Closed	-$12.7K	–	727
2023 Q3	$12.7K	Hold	235	–	–	﹤0.01%	374
2023 Q2	$13.2K	Buy	235 +125	+114%	+$6.95K	﹤0.01%	343
2023 Q1	$6.01K	Sell	110 -5	-4%	-$274	﹤0.01%	417
2022 Q4	$6.53K	Buy	+115	New	+$6.35K	﹤0.01%	405
2019 Q2	–	Sell	-40	Closed	-$2K	–	585
2019 Q1	$2K	Sell	40 -80	-67%	-$3.04K	﹤0.01%	435
2018 Q4	$4K	Buy	+120	New	+$4.6K	﹤0.01%	359

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Aspire Private Capital's IYH Position: Q4 2023 in Review

Aspire Private Capital sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 235 shares — an estimated $12.7K sold.

Aspire Private Capital first reported a position in IYH in Q4 2018 and held it in 6 quarters. The position peaked at $13.2K in Q2 2023. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

Aspire Private Capital reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Aspire Private Capital sold 235 iShares US Healthcare ETF shares in Q4 2023, an estimated $12.7K.
Aspire Private Capital first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 6 quarters.
Aspire Private Capital's iShares US Healthcare ETF position peaked at $13.2K in Q2 2023.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.