ETFidea’s iShares US Healthcare ETF IYH Stock Holding History

ETFidea’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 Q3	$6.4M	Buy	98,477 +1,119	+1%	+$71.5K	2.03%	18
2024 Q2	$5.97M	Buy	97,358 +928	+1%	+$55.8K	2.02%	18
2024 Q1	$5.97M	Buy	96,430 +410	+0.4%	+$24.7K	2.03%	18
2023 Q4	$5.5M	Sell	96,020 -4,865	-5%	-$265K	2.07%	18
2023 Q3	$5.45M	Sell	100,885 -55	-0.1%	-$3.07K	2.31%	17
2023 Q2	$5.66M	Buy	100,940 +1,715	+2%	+$95.3K	2.31%	16
2023 Q1	$5.42M	Sell	99,225 -135	-0.1%	-$7.41K	2.36%	14
2022 Q4	$5.64M	Buy	99,360 +200	+0.2%	+$11K	2.61%	14
2022 Q3	$5.02M	Buy	99,160 +2,895	+3%	+$156K	2.59%	14
2022 Q2	$5.18M	Buy	96,265 +12,165	+14%	+$668K	2.59%	14
2022 Q1	$4.86M	Buy	84,100 +3,060	+4%	+$171K	2.1%	14
2021 Q4	$4.87M	Buy	+81,040	New	+$4.63M	1.96%	17

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ETFidea's IYH Position: Q3 2024 in Review

ETFidea increased its iShares US Healthcare ETF (IYH) stake by 1.1% in Q3 2024, buying an estimated $71.5K and bringing the position to 98,477 shares worth $6.4M. The position accounts for 2.03% of the portfolio, ranked #18.

ETFidea first reported a position in IYH in Q4 2021 and has held it in 12 quarters since. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

ETFidea held 98,477 shares of iShares US Healthcare ETF worth $6.4M as of Q3 2024.
ETFidea bought 1,119 iShares US Healthcare ETF shares in Q3 2024, an estimated $71.5K.
iShares US Healthcare ETF made up 2.03% of ETFidea's portfolio in Q3 2024, its #18 holding.
ETFidea first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 12 quarters since.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.