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

Cyndeo 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
2023
Q2 		– Sell
-3,665
Closed -$200K – 338
2023
Q1 		$200K Hold
3,665
– – 0.02% 310
2022
Q4 		$208K Buy
+3,665
New +$202K 0.02% 296

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cyndeo Wealth Partners's IYH Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 3,665 shares — an estimated $200K sold.

Cyndeo Wealth Partners first reported a position in IYH in Q4 2022 and held it in 2 quarters. The position peaked at $208K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 3,665 iShares US Healthcare ETF shares in Q2 2023, an estimated $200K.
  • Cyndeo Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 2 quarters.
  • Cyndeo Wealth Partners's iShares US Healthcare ETF position peaked at $208K in Q4 2022.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.