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Charter Oak Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-495
Closed -$27K – 519
2022
Q2 		$27K Hold
495
– – ﹤0.01% 426
2022
Q1 		$29K Buy
+495
New +$27.6K ﹤0.01% 443

Other funds holding IYH

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Charter Oak Capital Management's IYH Position: Q3 2022 in Review

Charter Oak Capital Management sold out of iShares US Healthcare ETF (IYH) in Q3 2022, closing a stake of 495 shares — an estimated $27K sold.

Charter Oak Capital Management first reported a position in IYH in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

  • Charter Oak Capital Management reported no remaining iShares US Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 495 iShares US Healthcare ETF shares in Q3 2022, an estimated $27K.
  • Charter Oak Capital Management first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's iShares US Healthcare ETF position peaked at $29K in Q1 2022.
  • 426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.