Flagstar Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Flagstar Advisors’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	-4,830	Closed	-$271K	–	162
2023 Q2	$271K	Buy	4,830 +10	+0.2%	+$556	0.1%	133
2023 Q1	$263K	Buy	4,820 +10	+0.2%	+$549	0.1%	140
2022 Q4	$273K	Buy	4,810 +20	+0.4%	+$1.1K	0.1%	141
2022 Q3	$243K	Buy	4,790 +15	+0.3%	+$810	0.09%	143
2022 Q2	$256K	Buy	4,775 +15	+0.3%	+$823	0.09%	134
2022 Q1	$275K	Buy	+4,760	New	+$266K	0.09%	130

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

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

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

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

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

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

Flagstar Advisors's IYH Position: Q3 2023 in Review

Flagstar Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 4,830 shares — an estimated $271K sold.

Flagstar Advisors first reported a position in IYH in Q1 2022 and held it in 6 quarters. The position peaked at $275K in Q1 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Flagstar Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Flagstar Advisors sold 4,830 iShares US Healthcare ETF shares in Q3 2023, an estimated $271K.
Flagstar Advisors first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 6 quarters.
Flagstar Advisors's iShares US Healthcare ETF position peaked at $275K in Q1 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Flagstar Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.