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Granite Bay Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Granite Bay Wealth Management’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
-14,200
Closed -$775K – 57
2023
Q1 		$775K Buy
+14,200
New +$779K 0.54% 31

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Bank of America
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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

Granite Bay Wealth Management's IYH Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 14,200 shares — an estimated $775K sold.

Granite Bay Wealth Management first reported a position in IYH in Q1 2023 and held it in 1 quarter. The position peaked at $775K in Q1 2023. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • Granite Bay Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 14,200 iShares US Healthcare ETF shares in Q2 2023, an estimated $775K.
  • Granite Bay Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 1 quarter.
  • Granite Bay Wealth Management's iShares US Healthcare ETF position peaked at $775K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.