Bank Hapoalim BM’s iShares US Healthcare ETF IYH Stock Holding History

Bank Hapoalim BM’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	-3,945	Closed	-$215K	–	155
2023 Q1	$215K	Hold	3,945	–	–	0.03%	155
2022 Q4	$224K	Sell	3,945 -85	-2%	-$4.69K	0.03%	155
2022 Q3	$204K	Sell	4,030 -55	-1%	-$2.97K	0.03%	159
2022 Q2	$220K	Hold	4,085	–	–	0.03%	167
2022 Q1	$236K	Sell	4,085 -100	-2%	-$5.58K	0.02%	185
2021 Q4	$251K	Sell	4,185 -750	-15%	-$42.9K	0.03%	219
2021 Q3	$272K	Hold	4,935	–	–	0.03%	213
2021 Q2	$269K	Sell	4,935 -150	-3%	-$7.94K	0.03%	218
2021 Q1	$257K	Hold	5,085	–	–	0.03%	209
2020 Q4	$250K	Sell	5,085 -75	-1%	-$3.54K	0.03%	184
2020 Q3	$234K	Sell	5,160 -1,930	-27%	-$87.4K	0.01%	160
2020 Q2	$306K	Hold	7,090	–	–	0.07%	147
2020 Q1	$266K	Sell	7,090 -355	-5%	-$14.6K	0.08%	137
2019 Q4	$321K	Hold	7,445	–	–	0.07%	136
2019 Q3	$279K	Sell	7,445 -375	-5%	-$14.4K	0.07%	138
2019 Q2	$305K	Sell	7,820 -360	-4%	-$13.6K	0.07%	137
2019 Q1	$317K	Sell	8,180 -300	-4%	-$11.4K	0.08%	131
2018 Q4	$307K	Sell	8,480 -400	-5%	-$15.3K	0.1%	125
2018 Q3	$360K	Sell	8,880 -200	-2%	-$7.71K	0.09%	146
2018 Q2	$324K	Sell	9,080 -360	-4%	-$12.7K	0.09%	145
2018 Q1	$326K	Buy	9,440 +400	+4%	+$14.4K	0.08%	151
2017 Q4	$315K	Sell	9,040 -125	-1%	-$4.34K	0.07%	155
2017 Q3	$315K	Sell	9,165 -450	-5%	-$15.2K	0.07%	176
2017 Q2	$320K	Buy	9,615 +105	+1%	+$3.35K	0.08%	161
2017 Q1	$296K	Sell	9,510 -15,475	-62%	-$472K	0.07%	158
2016 Q4	$720K	Sell	24,985 -1,825	-7%	-$52.9K	0.19%	94
2016 Q3	$805K	Sell	26,810 -325	-1%	-$9.93K	0.19%	97
2016 Q2	$805K	Buy	27,135 +225	+0.8%	+$6.57K	0.19%	94
2016 Q1	$756K	Sell	26,910 -4,120	-13%	-$114K	0.18%	85
2015 Q4	$931K	Sell	31,030 -970	-3%	-$28.8K	0.21%	74
2015 Q3	$895K	Sell	32,000 -1,410	-4%	-$43.9K	0.21%	84
2015 Q2	$1.06M	Sell	33,410 -1,700	-5%	-$53.5K	0.21%	83
2015 Q1	$1.08M	Sell	35,110 -2,575	-7%	-$77.8K	0.2%	82
2014 Q4	$1.09M	Buy	37,685 +175	+0.5%	+$4.93K	0.23%	74
2014 Q3	$1.01M	Sell	37,510 -425	-1%	-$11.2K	0.23%	70
2014 Q2	$973K	Sell	37,935 -2,320	-6%	-$57.3K	0.24%	67
2014 Q1	$991K	Sell	40,255 -2,500	-6%	-$60.8K	0.27%	58
2013 Q4	$996K	Buy	+42,755	New	+$961K	0.31%	61

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Bank Hapoalim BM's IYH Position: Q2 2023 in Review

Bank Hapoalim BM sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 3,945 shares — an estimated $215K sold.

Bank Hapoalim BM first reported a position in IYH in Q4 2013 and held it in 38 quarters. The position peaked at $1.09M in Q4 2014. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

Bank Hapoalim BM reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Bank Hapoalim BM sold 3,945 iShares US Healthcare ETF shares in Q2 2023, an estimated $215K.
Bank Hapoalim BM first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 38 quarters.
Bank Hapoalim BM's iShares US Healthcare ETF position peaked at $1.09M in Q4 2014.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Bank Hapoalim BM's 13F filing for Q2 2023, filed 26 Jul 2023.