Baystate Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Baystate Wealth Management’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	-30	Closed	-$1.69K	–	1064
2023 Q2	$1.69K	Buy	+30	New	+$1.67K	﹤0.01%	866
2023 Q1	–	Sell	-10,195	Closed	-$579K	–	1055
2022 Q4	$579K	Buy	10,195 +135	+1%	+$7.45K	0.05%	130
2022 Q3	$509K	Buy	10,060 +40	+0.4%	+$2.16K	0.05%	122
2022 Q2	$539K	Buy	+10,020	New	+$550K	0.05%	118
2018 Q1	–	Sell	-165	Closed	-$6K	–	696
2017 Q4	$6K	Buy	+165	New	+$5.73K	﹤0.01%	412
2013 Q3	–	Sell	-1,255	Closed	-$25K	–	132
2013 Q2	$25K	Buy	+1,255	New	+$25.3K	0.01%	140

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Baystate Wealth Management's IYH Position: Q3 2023 in Review

Baystate Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 30 shares — an estimated $1.69K sold.

Baystate Wealth Management first reported a position in IYH in Q2 2013 and held it in 6 quarters. The position peaked at $579K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Baystate Wealth Management reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 30 iShares US Healthcare ETF shares in Q3 2023, an estimated $1.69K.
Baystate Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 6 quarters.
Baystate Wealth Management's iShares US Healthcare ETF position peaked at $579K in Q4 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.