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Keating Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Keating Wealth Management’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
Q1 		$451K Hold
7,285
– – 0.27% 28
2023
Q4 		$417K Buy
+7,285
New +$397K 0.29% 27

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Keating Wealth Management's IYH Position: Q1 2024 in Review

Keating Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q1 2024 at 7,285 shares worth $451K. The position accounts for 0.27% of the portfolio, ranked #28.

Keating Wealth Management first reported a position in IYH in Q4 2023 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

  • Keating Wealth Management held 7,285 shares of iShares US Healthcare ETF worth $451K as of Q1 2024.
  • Keating Wealth Management left its iShares US Healthcare ETF share count unchanged in Q1 2024.
  • iShares US Healthcare ETF made up 0.27% of Keating Wealth Management's portfolio in Q1 2024, its #28 holding.
  • Keating Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.