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Buckingham Strategic Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Buckingham Strategic Wealth’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 		– Sell
-3,880
Closed -$210K – 733
2023
Q3 		$210K Sell
3,880
-4,500
-54% -$251K ﹤0.01% 622
2023
Q2 		$470K Buy
8,380
+3,840
+85% +$213K 0.01% 437
2023
Q1 		$258K Hold
4,540
– – ﹤0.01% 511
2022
Q4 		$258K Buy
4,540
+40
+0.9% +$2.21K ﹤0.01% 513
2022
Q3 		$228K Sell
4,500
-250
-5% -$13.5K ﹤0.01% 522
2022
Q2 		$255K Hold
4,750
– – 0.01% 498
2022
Q1 		$274K Hold
4,750
– – 0.01% 493
2021
Q4 		$285K Hold
4,750
– – 0.01% 488
2021
Q3 		$262K Buy
4,750
+250
+6% +$14.3K 0.01% 494
2021
Q2 		$246K Hold
4,500
– – 0.01% 508
2021
Q1 		$227K Buy
+4,500
New +$226K 0.01% 492

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