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

Fortis 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 Q4	–	Sell	-19,330	Closed	-$1.04M	–	92
2023 Q3	$1.04M	Sell	19,330 -1,835	-9%	-$103K	0.79%	30
2023 Q2	$1.19M	Buy	21,165 +40	+0.2%	+$2.22K	0.85%	24
2023 Q1	$1.15M	Buy	21,125 +65	+0.3%	+$3.57K	0.75%	25
2022 Q4	$1.2M	Buy	21,060 +140	+0.7%	+$7.73K	0.91%	21
2022 Q3	$1.06M	Hold	20,920	–	–	0.76%	27
2022 Q2	$1.13M	Buy	20,920 +55	+0.3%	+$3.02K	0.75%	26
2022 Q1	$1.21M	Buy	20,865 +45	+0.2%	+$2.51K	0.66%	31
2021 Q4	$1.25M	Buy	20,820 +110	+0.5%	+$6.29K	0.73%	28
2021 Q3	$1.14M	Buy	20,710 +4,430	+27%	+$253K	0.7%	29
2021 Q2	$889K	Buy	+16,280	New	+$862K	0.51%	39

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

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

Fortis Advisors's IYH Position: Q4 2023 in Review

Fortis Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 19,330 shares — an estimated $1.04M sold.

Fortis Advisors first reported a position in IYH in Q2 2021 and held it in 10 quarters. The position peaked at $1.25M in Q4 2021. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

Fortis Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Fortis Advisors sold 19,330 iShares US Healthcare ETF shares in Q4 2023, an estimated $1.04M.
Fortis Advisors first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 10 quarters.
Fortis Advisors's iShares US Healthcare ETF position peaked at $1.25M in Q4 2021.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Fortis Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.