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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 474 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.
  • 474 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.