BC
IYH icon

Bartlett & Co’s iShares US Healthcare ETF IYH Stock Holding History

Bartlett & Co’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 		$981K Buy
17,125
+710
+4% +$38.6K 0.02% 277
2023
Q3 		$890K Hold
16,415
– – 0.02% 274
2023
Q2 		$920K Sell
16,415
-905
-5% -$50.3K 0.02% 281
2023
Q1 		$946K Sell
17,320
-880
-5% -$48.3K 0.02% 232
2022
Q4 		$1.03M Hold
18,200
– – 0.02% 229
2022
Q3 		$921K Hold
18,200
– – 0.02% 225
2022
Q2 		$979K Hold
18,200
– – 0.02% 221
2022
Q1 		$1.05M Buy
18,200
+1,125
+7% +$62.8K 0.02% 227
2021
Q4 		$1.03M Buy
17,075
+300
+2% +$17.1K 0.02% 231
2021
Q3 		$926K Hold
16,775
– – 0.02% 211
2021
Q2 		$915K Buy
16,775
+1,000
+6% +$52.9K 0.02% 214
2021
Q1 		$796K Hold
15,775
– – 0.02% 217
2020
Q4 		$776K Buy
15,775
+1,670
+12% +$78.8K 0.02% 219
2020
Q3 		$641K Buy
14,105
+9,605
+213% +$435K 0.02% 224
2020
Q2 		$194K Buy
+4,500
New +$190K 0.01% 313
2019
Q3 		– Sell
-4,875
Closed -$190K – 892
2019
Q2 		$190K Sell
4,875
-250
-5% -$9.46K 0.01% 260
2019
Q1 		$199K Hold
5,125
– – 0.01% 254
2018
Q4 		$185K Buy
5,125
+1,375
+37% +$52.7K 0.01% 254
2018
Q3 		$152K Buy
3,750
+2,250
+150% +$86.8K 0.01% 284
2018
Q2 		$53K Buy
+1,500
New +$52.9K ﹤0.01% 416

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Bartlett & Co's IYH Position: Q4 2023 in Review

Bartlett & Co increased its iShares US Healthcare ETF (IYH) stake by 4.3% in Q4 2023, buying an estimated $38.6K and bringing the position to 17,125 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #277.

Bartlett & Co first reported a position in IYH in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.05M in Q1 2022. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Bartlett & Co held 17,125 shares of iShares US Healthcare ETF worth $981K as of Q4 2023.
  • Bartlett & Co bought 710 iShares US Healthcare ETF shares in Q4 2023, an estimated $38.6K.
  • iShares US Healthcare ETF made up 0.02% of Bartlett & Co's portfolio in Q4 2023, its #277 holding.
  • Bartlett & Co first reported a position in iShares US Healthcare ETF in Q2 2018 and has held it in 20 quarters since.
  • Bartlett & Co's iShares US Healthcare ETF position peaked at $1.05M in Q1 2022.
  • 480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.