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 $1.89T 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Column Capital Advisors's IYH Position: Q3 2023 in Review

Column Capital Advisors held its iShares US Healthcare ETF (IYH) position steady in Q3 2023 at 3,555 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #148.

Column Capital Advisors first reported a position in IYH in Q2 2020 and has held it in 14 quarters since. The position peaked at $214K in Q4 2021. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Column Capital Advisors held 3,555 shares of iShares US Healthcare ETF worth $192K as of Q3 2023.
Column Capital Advisors left its iShares US Healthcare ETF share count unchanged in Q3 2023.
iShares US Healthcare ETF made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #148 holding.
Column Capital Advisors first reported a position in iShares US Healthcare ETF in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's iShares US Healthcare ETF position peaked at $214K in Q4 2021.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.