Carmichael Hill & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Carmichael Hill & Associates’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 Q3	$16K	Hold	246	–	–	0.01%	534
2024 Q2	$15.1K	Sell	246 -114	-32%	-$6.86K	0.01%	520
2024 Q1	$22.3K	Hold	360	–	–	0.01%	463
2023 Q4	$20.6K	Hold	360	–	–	0.01%	472
2023 Q3	$19.4K	Hold	360	–	–	0.01%	467
2023 Q2	$20.2K	Hold	360	–	–	0.01%	467
2023 Q1	$19.7K	Hold	360	–	–	0.01%	459
2022 Q4	$20.4K	Hold	360	–	–	0.01%	463
2022 Q3	$18K	Hold	360	–	–	0.01%	493
2022 Q2	$19K	Hold	360	–	–	0.01%	479
2022 Q1	$21K	Hold	360	–	–	0.01%	488
2021 Q4	$22K	Hold	360	–	–	0.01%	506
2021 Q3	$20K	Hold	360	–	–	0.01%	515
2021 Q2	$20K	Hold	360	–	–	0.01%	517
2021 Q1	$18K	Hold	360	–	–	0.01%	510
2020 Q4	$18K	Buy	+360	New	+$17K	0.01%	486

Other funds holding IYH

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

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

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

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carmichael Hill & Associates's IYH Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares US Healthcare ETF (IYH) position steady in Q3 2024 at 246 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #534.

Carmichael Hill & Associates first reported a position in IYH in Q4 2020 and has held it in 16 quarters since. The position peaked at $22.3K in Q1 2024. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

Carmichael Hill & Associates held 246 shares of iShares US Healthcare ETF worth $16K as of Q3 2024.
Carmichael Hill & Associates left its iShares US Healthcare ETF share count unchanged in Q3 2024.
iShares US Healthcare ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #534 holding.
Carmichael Hill & Associates first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 16 quarters since.
Carmichael Hill & Associates's iShares US Healthcare ETF position peaked at $22.3K in Q1 2024.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.