Kenfarb & Co’s iShares US Healthcare ETF IYH Stock Holding History

Kenfarb & Co’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	$251K	Sell	4,645 -500	-10%	-$27.9K	0.23%	91
2023 Q2	$288K	Sell	5,145 -915	-15%	-$50.8K	0.25%	89
2023 Q1	$331K	Sell	6,060 -400	-6%	-$21.9K	0.3%	80
2022 Q4	$367K	Sell	6,460 -175	-3%	-$9.66K	0.33%	71
2022 Q3	$336K	Hold	6,635	–	–	0.32%	74
2022 Q2	$383K	Hold	6,635	–	–	0.3%	76
2022 Q1	$383K	Sell	6,635 -115	-2%	-$6.42K	0.3%	76
2021 Q4	$405K	Buy	+6,750	New	+$386K	0.3%	75

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kenfarb & Co's IYH Position: Q3 2023 in Review

Kenfarb & Co reduced its iShares US Healthcare ETF (IYH) stake by 9.7% in Q3 2023, selling an estimated $27.9K and leaving 4,645 shares worth $251K. The position accounts for 0.23% of the portfolio, ranked #91.

Kenfarb & Co first reported a position in IYH in Q4 2021 and has held it in 8 quarters since. The position peaked at $405K in Q4 2021. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Kenfarb & Co held 4,645 shares of iShares US Healthcare ETF worth $251K as of Q3 2023.
Kenfarb & Co sold 500 iShares US Healthcare ETF shares in Q3 2023, an estimated $27.9K.
iShares US Healthcare ETF made up 0.23% of Kenfarb & Co's portfolio in Q3 2023, its #91 holding.
Kenfarb & Co first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's iShares US Healthcare ETF position peaked at $405K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.