Cypress Wealth Services’s iShares US Healthcare ETF IYH Stock Holding History

Cypress Wealth Services’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 Q4	–	Sell	-3,715	Closed	-$201K	–	249
2023 Q3	$201K	Sell	3,715 -210	-5%	-$11.7K	0.06%	228
2023 Q2	$217K	Sell	3,925 -255	-6%	-$14.2K	0.06%	222
2023 Q1	$228K	Buy	+4,180	New	+$229K	0.07%	217
2021 Q2	–	Sell	-4,220	Closed	-$213K	–	291
2021 Q1	$213K	Buy	+4,220	New	+$212K	0.04%	271

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Cypress Wealth Services's IYH Position: Q4 2023 in Review

Cypress Wealth Services sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 3,715 shares — an estimated $201K sold.

Cypress Wealth Services first reported a position in IYH in Q1 2021 and held it in 4 quarters. The position peaked at $228K in Q1 2023. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

Cypress Wealth Services reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Cypress Wealth Services sold 3,715 iShares US Healthcare ETF shares in Q4 2023, an estimated $201K.
Cypress Wealth Services first reported a position in iShares US Healthcare ETF in Q1 2021 and held it in 4 quarters.
Cypress Wealth Services's iShares US Healthcare ETF position peaked at $228K in Q1 2023.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Cypress Wealth Services's 13F filing for Q4 2023, filed 11 Jan 2024.