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Concord Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Concord Wealth Partners’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
-67
Closed -$4.08K – 985
2024
Q2 		$4.08K Buy
+67
New +$4.03K ﹤0.01% 598
2023
Q1 		– Sell
-20
Closed -$1.14K – 1116
2022
Q4 		$1.14K Buy
+20
New +$1.1K ﹤0.01% 1039

Other funds holding IYH

Morgan Stanley
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Concord Wealth Partners's IYH Position: Q3 2024 in Review

Concord Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2024, closing a stake of 67 shares — an estimated $4.08K sold.

Concord Wealth Partners first reported a position in IYH in Q4 2022 and held it in 2 quarters. The position peaked at $4.08K in Q2 2024. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • Concord Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 67 iShares US Healthcare ETF shares in Q3 2024, an estimated $4.08K.
  • Concord Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 2 quarters.
  • Concord Wealth Partners's iShares US Healthcare ETF position peaked at $4.08K in Q2 2024.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.