EWG Elevate’s iShares US Healthcare ETF IYH Stock Holding History

EWG Elevate’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 Q1	–	Sell	-350	Closed	-$19.9K	–	417
2022 Q4	$19.9K	Buy	+350	New	+$19.3K	0.01%	290

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWG Elevate's IYH Position: Q1 2023 in Review

EWG Elevate sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 350 shares — an estimated $19.9K sold.

EWG Elevate first reported a position in IYH in Q4 2022 and held it in 1 quarter. The position peaked at $19.9K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

EWG Elevate reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 350 iShares US Healthcare ETF shares in Q1 2023, an estimated $19.9K.
EWG Elevate first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's iShares US Healthcare ETF position peaked at $19.9K in Q4 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.