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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

High Falls Advisors's IYH Position: Q4 2023 in Review

High Falls Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 7,695 shares — an estimated $416K sold.

High Falls Advisors first reported a position in IYH in Q4 2015 and held it in 8 quarters. The position peaked at $561K in Q4 2022. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

High Falls Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
High Falls Advisors sold 7,695 iShares US Healthcare ETF shares in Q4 2023, an estimated $416K.
High Falls Advisors first reported a position in iShares US Healthcare ETF in Q4 2015 and held it in 8 quarters.
High Falls Advisors's iShares US Healthcare ETF position peaked at $561K in Q4 2022.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on High Falls Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.