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Castle Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-750
Closed -$38K – 366
2022
Q3 		$38K Hold
750
– – 0.02% 248
2022
Q2 		$40K Buy
+750
New +$41.2K 0.02% 238

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Castle Wealth Management's IYH Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 750 shares — an estimated $38K sold.

Castle Wealth Management first reported a position in IYH in Q2 2022 and held it in 2 quarters. The position peaked at $40K in Q2 2022. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 750 iShares US Healthcare ETF shares in Q4 2022, an estimated $38K.
  • Castle Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares US Healthcare ETF position peaked at $40K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.