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Benjamin F. Edwards & Company’s iShares US Healthcare ETF IYH Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$147K Hold
2,395
– – ﹤0.01% 1002
2024
Q1 		$148K Hold
2,395
– – ﹤0.01% 995
2023
Q4 		$137K Sell
2,395
-4,215
-64% -$229K ﹤0.01% 980
2023
Q3 		$357K Buy
6,610
+115
+2% +$6.43K 0.01% 601
2023
Q2 		$364K Buy
6,495
+135
+2% +$7.5K 0.01% 583
2023
Q1 		$347K Buy
6,360
+120
+2% +$6.58K 0.01% 570
2022
Q4 		$354K Buy
6,240
+70
+1% +$3.86K 0.02% 557
2022
Q3 		$312K Buy
6,170
+3,585
+139% +$194K 0.02% 545
2022
Q2 		$139K Hold
2,585
– – 0.01% 770
2022
Q1 		$149K Sell
2,585
-410
-14% -$22.9K 0.01% 763
2021
Q4 		$180K Sell
2,995
-11,740
-80% -$671K 0.01% 717
2021
Q3 		$813K Buy
14,735
+12,175
+476% +$696K 0.04% 369
2021
Q2 		$140K Hold
2,560
– – 0.01% 757
2021
Q1 		$129K Hold
2,560
– – 0.01% 777
2020
Q4 		$126K Hold
2,560
– – 0.01% 749
2020
Q3 		$116K Hold
2,560
– – 0.01% 709
2020
Q2 		$110K Hold
2,560
– – 0.01% 711
2020
Q1 		$96K Sell
2,560
-40
-2% -$1.65K 0.01% 698
2019
Q4 		$112K Sell
2,600
-95
-4% -$3.84K 0.01% 760
2019
Q3 		$102K Buy
2,695
+265
+11% +$10.2K 0.01% 738
2019
Q2 		$95K Sell
2,430
-485
-17% -$18.4K 0.01% 719
2019
Q1 		$113K Sell
2,915
-4,055
-58% -$154K 0.01% 656
2018
Q4 		$252K Buy
6,970
+4,670
+203% +$179K 0.03% 436
2018
Q3 		$93K Hold
2,300
– – 0.01% 692
2018
Q2 		$82K Sell
2,300
-1,750
-43% -$61.7K 0.01% 732
2018
Q1 		$140K Buy
4,050
+285
+8% +$10.3K 0.01% 596
2017
Q4 		$131K Buy
3,765
+50
+1% +$1.74K 0.01% 586
2017
Q3 		$128K Buy
3,715
+1,715
+86% +$57.8K 0.02% 552
2017
Q2 		$67K Buy
+2,000
New +$63.9K 0.01% 644

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Benjamin F. Edwards & Company's IYH Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares US Healthcare ETF (IYH) position steady in Q2 2024 at 2,395 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Benjamin F. Edwards & Company first reported a position in IYH in Q2 2017 and has held it in 29 quarters since. The position peaked at $813K in Q3 2021. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,395 shares of iShares US Healthcare ETF worth $147K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares US Healthcare ETF share count unchanged in Q2 2024.
  • iShares US Healthcare ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1002 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares US Healthcare ETF in Q2 2017 and has held it in 29 quarters since.
  • Benjamin F. Edwards & Company's iShares US Healthcare ETF position peaked at $813K in Q3 2021.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.