IWP
IYH icon

Icon Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Icon Wealth Partners’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
Q3 		$1.56M Buy
28,885
+150
+0.5% +$8.38K 0.18% 95
2023
Q2 		$1.61M Buy
28,735
+135
+0.5% +$7.5K 0.17% 107
2023
Q1 		$1.56M Buy
+28,600
New +$1.57M 0.17% 109

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Icon Wealth Partners's IYH Position: Q3 2023 in Review

Icon Wealth Partners increased its iShares US Healthcare ETF (IYH) stake by 0.52% in Q3 2023, buying an estimated $8.38K and bringing the position to 28,885 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #95.

Icon Wealth Partners first reported a position in IYH in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.61M in Q2 2023. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

  • Icon Wealth Partners held 28,885 shares of iShares US Healthcare ETF worth $1.56M as of Q3 2023.
  • Icon Wealth Partners bought 150 iShares US Healthcare ETF shares in Q3 2023, an estimated $8.38K.
  • iShares US Healthcare ETF made up 0.18% of Icon Wealth Partners's portfolio in Q3 2023, its #95 holding.
  • Icon Wealth Partners first reported a position in iShares US Healthcare ETF in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's iShares US Healthcare ETF position peaked at $1.61M in Q2 2023.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.