First Personal Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

First Personal Financial Services’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	$22.4K	Hold	345	–	–	﹤0.01%	256
2024 Q2	$21.1K	Hold	345	–	–	﹤0.01%	235
2024 Q1	$21.4K	Hold	345	–	–	0.01%	236
2023 Q4	$19.8K	Hold	345	–	–	﹤0.01%	260
2023 Q3	$18.6K	Hold	345	–	–	﹤0.01%	264
2023 Q2	$19.3K	Hold	345	–	–	﹤0.01%	274
2023 Q1	$18.8K	Hold	345	–	–	﹤0.01%	283
2022 Q4	$19.6K	Hold	345	–	–	0.01%	289
2022 Q3	$17K	Hold	345	–	–	﹤0.01%	300
2022 Q2	$19K	Hold	345	–	–	0.01%	238
2022 Q1	$20K	Hold	345	–	–	﹤0.01%	249
2021 Q4	$21K	Hold	345	–	–	﹤0.01%	248
2021 Q3	$19K	Sell	345 -35	-9%	-$2K	﹤0.01%	249
2021 Q2	$21K	Hold	380	–	–	0.01%	248
2021 Q1	$19K	Hold	380	–	–	0.01%	245
2020 Q4	$19K	Hold	380	–	–	0.01%	245
2020 Q3	$17K	Hold	380	–	–	0.01%	239
2020 Q2	$16K	Hold	380	–	–	0.01%	242
2020 Q1	$14K	Sell	380 -275	-42%	-$11.3K	0.01%	238
2019 Q4	$28K	Hold	655	–	–	0.01%	229
2019 Q3	$25K	Buy	+655	New	+$25.2K	0.01%	309
2019 Q2	–	Hold	0	–	–	–	372
2019 Q1	–	Hold	0	–	–	–	468
2018 Q4	–	Hold	0	–	–	–	425
2018 Q3	–	Hold	0	–	–	–	444

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Personal Financial Services's IYH Position: Q3 2024 in Review

First Personal Financial Services held its iShares US Healthcare ETF (IYH) position steady in Q3 2024 at 345 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

First Personal Financial Services first reported a position in IYH in Q3 2019 and has held it in 21 quarters since. The position peaked at $28K in Q4 2019. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

First Personal Financial Services held 345 shares of iShares US Healthcare ETF worth $22.4K as of Q3 2024.
First Personal Financial Services left its iShares US Healthcare ETF share count unchanged in Q3 2024.
iShares US Healthcare ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #256 holding.
First Personal Financial Services first reported a position in iShares US Healthcare ETF in Q3 2019 and has held it in 21 quarters since.
First Personal Financial Services's iShares US Healthcare ETF position peaked at $28K in Q4 2019.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.