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Kellett Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Kellett Wealth 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
2024
Q2 		– Sell
-10,069
Closed -$623K – 79
2024
Q1 		$623K Buy
10,069
+329
+3% +$19.8K 0.43% 38
2023
Q4 		$558K Buy
9,740
+5,845
+150% +$318K 0.41% 39
2023
Q3 		$210K Buy
+3,895
New +$218K 0.18% 61

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kellett Wealth Advisors's IYH Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 10,069 shares — an estimated $623K sold.

Kellett Wealth Advisors first reported a position in IYH in Q3 2023 and held it in 3 quarters. The position peaked at $623K in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 10,069 iShares US Healthcare ETF shares in Q2 2024, an estimated $623K.
  • Kellett Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2023 and held it in 3 quarters.
  • Kellett Wealth Advisors's iShares US Healthcare ETF position peaked at $623K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.