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Gunderson Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Gunderson Capital 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
Q1 		– Sell
-4,050
Closed -$230K – 48
2022
Q4 		$230K Buy
+4,050
New +$223K 0.42% 24

Other funds holding IYH

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gunderson Capital Management's IYH Position: Q1 2023 in Review

Gunderson Capital Management sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 4,050 shares — an estimated $230K sold.

Gunderson Capital Management first reported a position in IYH in Q4 2022 and held it in 1 quarter. The position peaked at $230K in Q4 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • Gunderson Capital Management reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Gunderson Capital Management sold 4,050 iShares US Healthcare ETF shares in Q1 2023, an estimated $230K.
  • Gunderson Capital Management first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 1 quarter.
  • Gunderson Capital Management's iShares US Healthcare ETF position peaked at $230K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Gunderson Capital Management's 13F filing for Q1 2023, filed 12 Apr 2023.