CIC Wealth’s iShares US Healthcare ETF IYH Stock Holding History

CIC 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
2024 Q3	–	Sell	-3,420	Closed	-$210K	–	179
2024 Q2	$210K	Sell	3,420 -2,565	-43%	-$154K	0.06%	154
2024 Q1	$370K	Sell	5,985 -4,615	-44%	-$278K	0.11%	111
2023 Q4	$607K	Buy	10,600 +230	+2%	+$12.5K	0.19%	87
2023 Q3	$560K	Buy	10,370 +1,045	+11%	+$58.4K	0.2%	88
2023 Q2	$523K	Buy	9,325 +295	+3%	+$16.4K	0.18%	89
2023 Q1	$493K	Sell	9,030 -1,045	-10%	-$57.3K	0.19%	90
2022 Q4	$572K	Buy	+10,075	New	+$556K	0.24%	84

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIC Wealth's IYH Position: Q3 2024 in Review

CIC Wealth sold out of iShares US Healthcare ETF (IYH) in Q3 2024, closing a stake of 3,420 shares — an estimated $210K sold.

CIC Wealth first reported a position in IYH in Q4 2022 and held it in 7 quarters. The position peaked at $607K in Q4 2023. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

CIC Wealth reported no remaining iShares US Healthcare ETF position as of Q3 2024 after selling out during the quarter.
CIC Wealth sold 3,420 iShares US Healthcare ETF shares in Q3 2024, an estimated $210K.
CIC Wealth first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 7 quarters.
CIC Wealth's iShares US Healthcare ETF position peaked at $607K in Q4 2023.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.