Column Capital Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Column Capital Advisors’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
2023 Q3	$192K	Hold	3,555	–	–	0.03%	148
2023 Q2	$199K	Hold	3,555	–	–	0.03%	143
2023 Q1	$194K	Hold	3,555	–	–	0.03%	148
2022 Q4	$202K	Hold	3,555	–	–	0.03%	127
2022 Q3	$180K	Hold	3,555	–	–	0.04%	128
2022 Q2	$191K	Hold	3,555	–	–	0.04%	122
2022 Q1	$205K	Hold	3,555	–	–	0.04%	130
2021 Q4	$214K	Hold	3,555	–	–	0.04%	129
2021 Q3	$196K	Hold	3,555	–	–	0.04%	124
2021 Q2	$194K	Hold	3,555	–	–	0.04%	123
2021 Q1	$179K	Hold	3,555	–	–	0.04%	121
2020 Q4	$175K	Hold	3,555	–	–	0.04%	114
2020 Q3	$162K	Hold	3,555	–	–	0.05%	110
2020 Q2	$153K	Buy	+3,555	New	+$150K	0.05%	109

Other funds holding IYH

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

Bank of America

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

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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

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

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

Royal Bank of Canada

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