HFA
IYH icon

High Falls Advisors’s iShares US Healthcare ETF IYH Stock Holding History

High Falls 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
2023
Q4 		– Sell
-7,695
Closed -$416K – 113
2023
Q3 		$416K Sell
7,695
-2,275
-23% -$127K 0.12% 59
2023
Q2 		$559K Sell
9,970
-5
-0.1% -$278 0.16% 47
2023
Q1 		$545K Buy
9,975
+90
+0.9% +$4.94K 0.16% 51
2022
Q4 		$561K Buy
9,885
+2,830
+40% +$156K 0.17% 56
2022
Q3 		$357K Buy
+7,055
New +$381K 0.12% 73
2016
Q3 		– Sell
-500
Closed -$15K – 113
2016
Q2 		$15K Hold
500
– – ﹤0.01% 129
2016
Q1 		$14K Hold
500
– – ﹤0.01% 130
2015
Q4 		$15K Buy
+500
New +$14.9K ﹤0.01% 129

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return