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

Fortis Capital 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
Q2 		– Sell
-50
Closed -$2.73K – 380
2023
Q1 		$2.73K Hold
50
– – ﹤0.01% 548
2022
Q4 		$2.84K Buy
+50
New +$2.76K ﹤0.01% 560

Other funds holding IYH

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

Fortis Capital Advisors's IYH Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 50 shares — an estimated $2.73K sold.

Fortis Capital Advisors first reported a position in IYH in Q4 2022 and held it in 2 quarters. The position peaked at $2.84K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 50 iShares US Healthcare ETF shares in Q2 2023, an estimated $2.73K.
  • Fortis Capital Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares US Healthcare ETF position peaked at $2.84K in Q4 2022.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.