Kelly Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Kelly Financial Services’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	-310	Closed	-$19K	–	442
2024 Q2	$19K	Hold	310	–	–	0.01%	337
2024 Q1	$19.2K	Sell	310 -135	-30%	-$8.12K	0.01%	335
2023 Q4	$25.5K	Sell	445 -11,695	-96%	-$637K	0.01%	273
2023 Q3	$656K	Sell	12,140 -240	-2%	-$13.4K	0.3%	48
2023 Q2	$694K	Buy	12,380 +150	+1%	+$8.34K	0.33%	42
2023 Q1	$668K	Buy	12,230 +75	+0.6%	+$4.12K	0.34%	38
2022 Q4	$690K	Buy	12,155 +670	+6%	+$37K	0.36%	38
2022 Q3	$581K	Buy	11,485 +11,155	+3,380%	+$603K	0.34%	34
2022 Q2	$17.7K	Buy	330 +245	+288%	+$13.4K	0.01%	266
2022 Q1	$4.91K	Buy	+85	New	+$4.75K	﹤0.01%	434

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

Kelly Financial Services's IYH Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares US Healthcare ETF (IYH) in Q3 2024, closing a stake of 310 shares — an estimated $19K sold.

Kelly Financial Services first reported a position in IYH in Q1 2022 and held it in 10 quarters. The position peaked at $694K in Q2 2023. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

Kelly Financial Services reported no remaining iShares US Healthcare ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 310 iShares US Healthcare ETF shares in Q3 2024, an estimated $19K.
Kelly Financial Services first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 10 quarters.
Kelly Financial Services's iShares US Healthcare ETF position peaked at $694K in Q2 2023.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.