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Fiduciary Alliance’s iShares US Healthcare ETF IYH Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-395
Closed -$22.1K – 564
2023
Q2 		$22.1K Buy
+395
New +$21.9K ﹤0.01% 430
2023
Q1 		– Sell
-395
Closed -$22.3K – 505
2022
Q4 		$22.3K Buy
+395
New +$21.8K 0.01% 300

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Alliance's IYH Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 395 shares — an estimated $22.1K sold.

Fiduciary Alliance first reported a position in IYH in Q4 2022 and held it in 2 quarters. The position peaked at $22.3K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 395 iShares US Healthcare ETF shares in Q3 2023, an estimated $22.1K.
  • Fiduciary Alliance first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares US Healthcare ETF position peaked at $22.3K in Q4 2022.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.