Connecticut Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Connecticut Wealth Management’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 Q1	–	Sell	-104,500	Closed	-$5.93M	–	254
2022 Q4	$5.93M	Hold	104,500	–	–	0.5%	39
2022 Q3	$5.29M	Hold	104,500	–	–	0.49%	37
2022 Q2	$5.62M	Hold	104,500	–	–	0.49%	36
2022 Q1	$6.04M	Hold	104,500	–	–	0.46%	37
2021 Q4	$6.28M	Hold	104,500	–	–	0.49%	36
2021 Q3	$5.77M	Hold	104,500	–	–	0.5%	34
2021 Q2	$5.7M	Sell	104,500 -209,490	-67%	-$11.1M	0.5%	35
2021 Q1	$8.08M	Buy	313,990 +196,205	+167%	+$9.86M	0.74%	23
2020 Q4	$5.22M	Buy	117,785 +13,285	+13%	+$627K	0.55%	31
2020 Q3	$4.75M	Sell	104,500 -4,035	-4%	-$183K	0.52%	36
2020 Q2	$4.54M	Buy	108,535 +4,035	+4%	+$170K	0.56%	29
2020 Q1	$3.92M	Buy	104,500 +500	+0.5%	+$20.6K	0.59%	33
2019 Q4	$4.49M	Hold	104,000	–	–	0.49%	38
2019 Q3	$3.93M	Hold	104,000	–	–	0.48%	37
2019 Q2	$4.06M	Buy	+104,000	New	+$3.94M	0.5%	35

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Connecticut Wealth Management's IYH Position: Q1 2023 in Review

Connecticut Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 104,500 shares — an estimated $5.93M sold.

Connecticut Wealth Management first reported a position in IYH in Q2 2019 and held it in 15 quarters. The position peaked at $8.08M in Q1 2021. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

Connecticut Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
Connecticut Wealth Management sold 104,500 iShares US Healthcare ETF shares in Q1 2023, an estimated $5.93M.
Connecticut Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 15 quarters.
Connecticut Wealth Management's iShares US Healthcare ETF position peaked at $8.08M in Q1 2021.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Connecticut Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.