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HFG Advisors’s iShares US Healthcare ETF IYH Stock Holding History

HFG Advisors’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
Q2 		– Sell
-12,075
Closed -$747K – 102
2024
Q1 		$747K Hold
12,075
– – 0.66% 41
2023
Q4 		$691K Sell
12,075
-1,895
-14% -$103K 0.67% 40
2023
Q3 		$755K Sell
13,970
-600
-4% -$33.5K 0.83% 32
2023
Q2 		$817K Sell
14,570
-400
-3% -$22.2K 0.86% 34
2023
Q1 		$818K Hold
14,970
– – 0.93% 30
2022
Q4 		$849K Hold
14,970
– – 1% 28
2022
Q3 		$757K Hold
14,970
– – 1.05% 30
2022
Q2 		$805K Hold
14,970
– – 1.09% 25
2022
Q1 		$865K Buy
14,970
+970
+7% +$54.1K 0.99% 30
2021
Q4 		$841K Buy
+14,000
New +$800K 0.95% 32

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

HFG Advisors's IYH Position: Q2 2024 in Review

HFG Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 12,075 shares — an estimated $747K sold.

HFG Advisors first reported a position in IYH in Q4 2021 and held it in 10 quarters. The position peaked at $865K in Q1 2022. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • HFG Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • HFG Advisors sold 12,075 iShares US Healthcare ETF shares in Q2 2024, an estimated $747K.
  • HFG Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 10 quarters.
  • HFG Advisors's iShares US Healthcare ETF position peaked at $865K in Q1 2022.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on HFG Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.