BWM
IYH icon

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

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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
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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