Chris Bulman’s iShares US Healthcare ETF IYH Stock Holding History

Chris Bulman’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	–	Sell	-330	Closed	-$20.2K	–	269
2024 Q2	$20.2K	Buy	+330	New	+$19.9K	0.01%	256

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

Chris Bulman's IYH Position: Q3 2024 in Review

Chris Bulman sold out of iShares US Healthcare ETF (IYH) in Q3 2024, closing a stake of 330 shares — an estimated $20.2K sold.

Chris Bulman first reported a position in IYH in Q2 2024 and held it in 1 quarter. The position peaked at $20.2K in Q2 2024. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

Chris Bulman reported no remaining iShares US Healthcare ETF position as of Q3 2024 after selling out during the quarter.
Chris Bulman sold 330 iShares US Healthcare ETF shares in Q3 2024, an estimated $20.2K.
Chris Bulman first reported a position in iShares US Healthcare ETF in Q2 2024 and held it in 1 quarter.
Chris Bulman's iShares US Healthcare ETF position peaked at $20.2K in Q2 2024.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.