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

KerberRose 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
2022 Q2	$302K	Buy	+5,620	New	+$309K	0.25%	81

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KerberRose Wealth Management's IYH Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2022: 5,620 shares worth $302K. The stake represents 0.25% of the portfolio and ranks #81 among its holdings.

420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

KerberRose Wealth Management held 5,620 shares of iShares US Healthcare ETF worth $302K as of Q2 2022.
iShares US Healthcare ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares US Healthcare ETF made up 0.25% of KerberRose Wealth Management's portfolio in Q2 2022, its #81 holding.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.