Bremer Bank National Association’s iShares US Healthcare ETF IYH Stock Holding History

Bremer Bank National Association’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	-3,690	Closed	-$202K	–	203
2023 Q1	$202K	Sell	3,690 -70	-2%	-$3.84K	0.04%	193
2022 Q4	$213K	Buy	+3,760	New	+$207K	0.04%	196
2022 Q3	–	Sell	-3,760	Closed	-$202K	–	206
2022 Q2	$202K	Sell	3,760 -35	-0.9%	-$1.92K	0.04%	211
2022 Q1	$219K	Sell	3,795 -60	-2%	-$3.35K	0.04%	213
2021 Q4	$232K	Hold	3,855	–	–	0.04%	203
2021 Q3	$213K	Sell	3,855 -40	-1%	-$2.29K	0.04%	193
2021 Q2	$213K	Buy	+3,895	New	+$206K	0.05%	198
2020 Q1	–	Sell	-5,100	Closed	-$220K	–	208
2019 Q4	$220K	Sell	5,100 -475	-9%	-$19.2K	0.05%	206
2019 Q3	$211K	Hold	5,575	–	–	0.05%	206
2019 Q2	$218K	Hold	5,575	–	–	0.05%	224
2019 Q1	$210K	Buy	+5,575	New	+$212K	0.04%	244

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bremer Bank National Association's IYH Position: Q2 2023 in Review

Bremer Bank National Association sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 3,690 shares — an estimated $202K sold.

Bremer Bank National Association first reported a position in IYH in Q1 2019 and held it in 11 quarters. The position peaked at $232K in Q4 2021. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

Bremer Bank National Association reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Bremer Bank National Association sold 3,690 iShares US Healthcare ETF shares in Q2 2023, an estimated $202K.
Bremer Bank National Association first reported a position in iShares US Healthcare ETF in Q1 2019 and held it in 11 quarters.
Bremer Bank National Association's iShares US Healthcare ETF position peaked at $232K in Q4 2021.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Bremer Bank National Association's 13F filing for Q2 2023, filed 17 Jul 2023.