HWG Holdings’s iShares US Healthcare ETF IYH Stock Holding History

HWG Holdings’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 Q3	–	Sell	-395	Closed	-$24.2K	–	86
2024 Q2	$24.2K	Buy	+395	New	+$23.8K	0.01%	70
2023 Q4	$22.6K	Sell	395 -50	-11%	-$2.72K	0.01%	73
2023 Q3	$24K	Buy	445 +255	+134%	+$14.3K	0.01%	76
2023 Q2	$10.7K	Sell	190 -7,955	-98%	-$442K	﹤0.01%	100
2023 Q1	$445K	Sell	8,145 -35,035	-81%	-$1.92M	0.25%	40
2022 Q4	$2.45M	Sell	43,180 -3,725	-8%	-$206K	1.59%	11
2022 Q3	$2.37M	Buy	+46,905	New	+$2.53M	1.7%	9
2022 Q1	$3.06M	Buy	+53,000	New	+$2.96M	1.52%	9

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HWG Holdings's IYH Position: Q3 2024 in Review

HWG Holdings sold out of iShares US Healthcare ETF (IYH) in Q3 2024, closing a stake of 395 shares — an estimated $24.2K sold.

HWG Holdings first reported a position in IYH in Q1 2022 and held it in 8 quarters. The position peaked at $3.06M in Q1 2022. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

HWG Holdings reported no remaining iShares US Healthcare ETF position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 395 iShares US Healthcare ETF shares in Q3 2024, an estimated $24.2K.
HWG Holdings first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 8 quarters.
HWG Holdings's iShares US Healthcare ETF position peaked at $3.06M in Q1 2022.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.