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Gofen & Glossberg’s iShares US Healthcare ETF IYH Stock Holding History

Gofen & Glossberg’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
2022
Q1 		– Sell
-4,030
Closed -$242K – 629
2021
Q4 		$242K Buy
+4,030
New +$230K 0.01% 517

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gofen & Glossberg's IYH Position: Q1 2022 in Review

Gofen & Glossberg sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 4,030 shares — an estimated $242K sold.

Gofen & Glossberg first reported a position in IYH in Q4 2021 and held it in 1 quarter. The position peaked at $242K in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

  • Gofen & Glossberg reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 4,030 iShares US Healthcare ETF shares in Q1 2022, an estimated $242K.
  • Gofen & Glossberg first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 1 quarter.
  • Gofen & Glossberg's iShares US Healthcare ETF position peaked at $242K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Gofen & Glossberg's 13F filing for Q1 2022, filed 14 Apr 2022.