Family Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Family Asset Management’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	$172K	Sell	2,645 -210	-7%	-$13.4K	0.1%	105
2024 Q2	$175K	Sell	2,855 -40	-1%	-$2.41K	0.11%	105
2024 Q1	$179K	Sell	2,895 -315	-10%	-$18.9K	0.11%	109
2023 Q4	$184K	Sell	3,210 -145	-4%	-$7.89K	0.12%	107
2023 Q3	$181K	Sell	3,355 -2,755	-45%	-$154K	0.13%	99
2023 Q2	$342K	Buy	6,110 +70	+1%	+$3.89K	0.23%	75
2023 Q1	$330K	Sell	6,040 -7,105	-54%	-$390K	0.24%	71
2022 Q4	$746K	Buy	+13,145	New	+$725K	0.62%	42

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

Family Asset Management's IYH Position: Q3 2024 in Review

Family Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 7.4% in Q3 2024, selling an estimated $13.4K and leaving 2,645 shares worth $172K. The position accounts for 0.1% of the portfolio, ranked #105.

Family Asset Management first reported a position in IYH in Q4 2022 and has held it in 8 quarters since. The position peaked at $746K in Q4 2022. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

Family Asset Management held 2,645 shares of iShares US Healthcare ETF worth $172K as of Q3 2024.
Family Asset Management sold 210 iShares US Healthcare ETF shares in Q3 2024, an estimated $13.4K.
iShares US Healthcare ETF made up 0.1% of Family Asset Management's portfolio in Q3 2024, its #105 holding.
Family Asset Management first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares US Healthcare ETF position peaked at $746K in Q4 2022.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.