GW & Wade’s iShares US Healthcare ETF IYH Stock Holding History

GW & Wade’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 Q4	–	Sell	-4,705	Closed	-$254K	–	433
2023 Q3	$254K	Hold	4,705	–	–	0.01%	347
2023 Q2	$264K	Hold	4,705	–	–	0.01%	338
2023 Q1	$257K	Buy	4,705 +5	+0.1%	+$274	0.01%	333
2022 Q4	$267K	Hold	4,700	–	–	0.01%	332
2022 Q3	$238K	Buy	4,700 +200	+4%	+$10.8K	0.01%	339
2022 Q2	$242K	Buy	4,500 +250	+6%	+$13.7K	0.01%	339
2022 Q1	$245K	Hold	4,250	–	–	0.01%	348
2021 Q4	$255K	Hold	4,250	–	–	0.01%	350
2021 Q3	$235K	Hold	4,250	–	–	0.01%	347
2021 Q2	$232K	Hold	4,250	–	–	0.01%	354
2021 Q1	$215K	Buy	+4,250	New	+$214K	0.01%	337

Other funds holding IYH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

GW & Wade's IYH Position: Q4 2023 in Review

GW & Wade sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 4,705 shares — an estimated $254K sold.

GW & Wade first reported a position in IYH in Q1 2021 and held it in 11 quarters. The position peaked at $267K in Q4 2022. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

GW & Wade reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
GW & Wade sold 4,705 iShares US Healthcare ETF shares in Q4 2023, an estimated $254K.
GW & Wade first reported a position in iShares US Healthcare ETF in Q1 2021 and held it in 11 quarters.
GW & Wade's iShares US Healthcare ETF position peaked at $267K in Q4 2022.
480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.