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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Buckingham Strategic Wealth's IYH Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 3,880 shares — an estimated $210K sold.

Buckingham Strategic Wealth first reported a position in IYH in Q1 2021 and held it in 11 quarters. The position peaked at $470K in Q2 2023. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

Buckingham Strategic Wealth reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 3,880 iShares US Healthcare ETF shares in Q4 2023, an estimated $210K.
Buckingham Strategic Wealth first reported a position in iShares US Healthcare ETF in Q1 2021 and held it in 11 quarters.
Buckingham Strategic Wealth's iShares US Healthcare ETF position peaked at $470K in Q2 2023.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.