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Essex Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Essex Financial 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
2024
Q2 		– Sell
-5,010
Closed -$310K – 620
2024
Q1 		$310K Buy
+5,010
New +$301K 0.03% 414
2018
Q1 		– Sell
-6,990
Closed -$244K – 362
2017
Q4 		$244K Hold
6,990
– – 0.06% 241
2017
Q3 		$240K Sell
6,990
-695
-9% -$23.4K 0.06% 238
2017
Q2 		$256K Buy
+7,685
New +$245K 0.05% 294
2017
Q1 		– Sell
-13,735
Closed -$396K – 331
2016
Q4 		$396K Sell
13,735
-1,000
-7% -$29K 0.08% 211
2016
Q3 		$443K Sell
14,735
-2,120
-13% -$64.8K 0.11% 180
2016
Q2 		$500K Hold
16,855
– – 0.12% 163
2016
Q1 		$474K Sell
16,855
-500
-3% -$13.8K 0.12% 175
2015
Q4 		$521K Hold
17,355
– – 0.13% 172
2015
Q3 		$486K Hold
17,355
– – 0.13% 175
2015
Q2 		$551K Buy
17,355
+500
+3% +$15.7K 0.14% 165
2015
Q1 		$520K Hold
16,855
– – 0.13% 177
2014
Q4 		$486K Sell
16,855
-450
-3% -$12.7K 0.13% 177
2014
Q3 		$465K Hold
17,305
– – 0.14% 169
2014
Q2 		$444K Buy
17,305
+695
+4% +$17.2K 0.13% 177
2014
Q1 		$409K Buy
16,610
+3,000
+22% +$73K 0.13% 174
2013
Q4 		$317K Buy
+13,610
New +$306K 0.11% 194

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's IYH Position: Q2 2024 in Review

Essex Financial Services sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 5,010 shares — an estimated $310K sold.

Essex Financial Services first reported a position in IYH in Q4 2013 and held it in 17 quarters. The position peaked at $551K in Q2 2015. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Essex Financial Services reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Essex Financial Services sold 5,010 iShares US Healthcare ETF shares in Q2 2024, an estimated $310K.
  • Essex Financial Services first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 17 quarters.
  • Essex Financial Services's iShares US Healthcare ETF position peaked at $551K in Q2 2015.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Essex Financial Services's 13F filing for Q2 2024, filed 31 Jul 2024.