Edmond de Rothschild Holding’s iShares US Healthcare ETF IYH Stock Holding History

Edmond de Rothschild Holding’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	-5,920	Closed	-$323K	–	739
2023 Q1	$323K	Hold	5,920	–	–	0.01%	398
2022 Q4	$336K	Sell	5,920 -250	-4%	-$13.8K	0.01%	408
2022 Q3	$313K	Hold	6,170	–	–	0.01%	414
2022 Q2	$331K	Buy	+6,170	New	+$339K	0.01%	428
2021 Q1	–	Sell	-3,500	Closed	-$172K	–	738
2020 Q4	$172K	Hold	3,500	–	–	0.01%	461
2020 Q3	$159K	Hold	3,500	–	–	0.01%	420
2020 Q2	$151K	Buy	+3,500	New	+$148K	0.01%	403
2017 Q1	–	Sell	-4,325	Closed	-$125K	–	850
2016 Q4	$125K	Hold	4,325	–	–	﹤0.01%	545
2016 Q3	$130K	Buy	4,325 +3,225	+293%	+$98.5K	﹤0.01%	557
2016 Q2	$33K	Buy	+1,100	New	+$32.1K	﹤0.01%	681
2016 Q1	–	Sell	-2,500	Closed	-$75K	–	833
2015 Q4	$75K	Hold	2,500	–	–	﹤0.01%	578
2015 Q3	$70K	Hold	2,500	–	–	﹤0.01%	589
2015 Q2	$79K	Buy	+2,500	New	+$78.7K	﹤0.01%	599

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Edmond de Rothschild Holding's IYH Position: Q2 2023 in Review

Edmond de Rothschild Holding sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 5,920 shares — an estimated $323K sold.

Edmond de Rothschild Holding first reported a position in IYH in Q2 2015 and held it in 13 quarters. The position peaked at $336K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

Edmond de Rothschild Holding reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 5,920 iShares US Healthcare ETF shares in Q2 2023, an estimated $323K.
Edmond de Rothschild Holding first reported a position in iShares US Healthcare ETF in Q2 2015 and held it in 13 quarters.
Edmond de Rothschild Holding's iShares US Healthcare ETF position peaked at $336K in Q4 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2023, filed 9 Aug 2023.