Goodwin Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-235	Closed	-$13.5K	–	65
2023 Q4	$13.5K	Sell	235 -4,840	-95%	-$263K	0.01%	58
2023 Q3	$274K	Sell	5,075 -355	-7%	-$19.8K	0.16%	40
2023 Q2	$304K	Sell	5,430 -100	-2%	-$5.56K	0.18%	38
2023 Q1	$302K	Sell	5,530 -520	-9%	-$28.5K	0.2%	38
2022 Q4	$343K	Sell	6,050 -72,040	-92%	-$3.98M	0.24%	33
2022 Q3	$3.95M	Buy	78,090 +72,880	+1,399%	+$3.94M	2.99%	5
2022 Q2	$280K	Sell	5,210 -420	-7%	-$23.1K	0.22%	35
2022 Q1	$326K	Buy	+5,630	New	+$314K	0.22%	37

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Goodwin Investment Advisory's IYH Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 235 shares — an estimated $13.5K sold.

Goodwin Investment Advisory first reported a position in IYH in Q1 2022 and held it in 8 quarters. The position peaked at $3.95M in Q3 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 235 iShares US Healthcare ETF shares in Q1 2024, an estimated $13.5K.
Goodwin Investment Advisory first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 8 quarters.
Goodwin Investment Advisory's iShares US Healthcare ETF position peaked at $3.95M in Q3 2022.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.