INVST’s iShares US Healthcare ETF IYH Stock Holding History

INVST’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 Q2	–	Sell	-5,685	Closed	-$317K	–	182
2023 Q1	$317K	Hold	5,685	–	–	0.05%	140
2022 Q4	$318K	Hold	5,685	–	–	0.05%	135
2022 Q3	$289K	Hold	5,685	–	–	0.05%	141
2022 Q2	$317K	Hold	5,685	–	–	0.05%	144
2022 Q1	$299K	Buy	+5,685	New	+$317K	0.05%	148

Other funds holding IYH

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

INVST's IYH Position: Q2 2023 in Review

INVST sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 5,685 shares — an estimated $317K sold.

INVST first reported a position in IYH in Q1 2022 and held it in 5 quarters. The position peaked at $318K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

INVST reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
INVST sold 5,685 iShares US Healthcare ETF shares in Q2 2023, an estimated $317K.
INVST first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 5 quarters.
INVST's iShares US Healthcare ETF position peaked at $318K in Q4 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on INVST's 13F filing for Q2 2023, filed 28 Jul 2023.