Financial Advocates Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Financial Advocates Investment 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 Q2	–	Sell	-6,489	Closed	-$661K	–	788
2024 Q1	$661K	Buy	+6,489	New	+$390K	0.04%	396
2023 Q4	–	Sell	-193,930	Closed	-$1.92M	–	760
2023 Q3	$1.92M	Buy	+193,930	New	+$10.8M	0.14%	167
2023 Q2	–	Sell	-55,935	Closed	-$1.05M	–	739
2023 Q1	$1.05M	Buy	55,935 +27,255	+95%	+$1.5M	0.08%	282
2022 Q4	$443K	Buy	+28,680	New	+$1.58M	0.03%	470

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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's IYH Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 6,489 shares — an estimated $661K sold.

Financial Advocates Investment Management first reported a position in IYH in Q4 2022 and held it in 4 quarters. The position peaked at $1.92M in Q3 2023. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

Financial Advocates Investment Management reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 6,489 iShares US Healthcare ETF shares in Q2 2024, an estimated $661K.
Financial Advocates Investment Management first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 4 quarters.
Financial Advocates Investment Management's iShares US Healthcare ETF position peaked at $1.92M in Q3 2023.
493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.