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Gradient Investments’s iShares US Healthcare ETF IYH Stock Holding History

Gradient Investments’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 		– Hold
0
– – – 1202
2022
Q3 		– Sell
-185
Closed -$10K – 1436
2022
Q2 		$10K Buy
+185
New +$10.2K ﹤0.01% 769
2016
Q3 		– Sell
-125
Closed -$4K – 747
2016
Q2 		$4K Buy
+125
New +$3.65K ﹤0.01% 552
2015
Q4 		– Sell
-240
Closed -$7K – 713
2015
Q3 		$7K Buy
+240
New +$7.47K ﹤0.01% 422

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Gradient Investments's IYH Position: Q1 2024 in Review

Gradient Investments held its iShares US Healthcare ETF (IYH) position steady in Q1 2024 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Gradient Investments first reported a position in IYH in Q3 2015 and has held it in 3 quarters since. The position peaked at $10K in Q2 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

  • Gradient Investments held 0 shares of iShares US Healthcare ETF worth $11 as of Q1 2024.
  • Gradient Investments left its iShares US Healthcare ETF share count unchanged in Q1 2024.
  • iShares US Healthcare ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1202 holding.
  • Gradient Investments first reported a position in iShares US Healthcare ETF in Q3 2015 and has held it in 3 quarters since.
  • Gradient Investments's iShares US Healthcare ETF position peaked at $10K in Q2 2022.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.