Kore Private Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Kore Private Wealth’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 Q3	$361K	Hold	7,130	–	–	0.07%	162
2022 Q2	$383K	Sell	7,130 -1,675	-19%	-$92K	0.06%	186
2022 Q1	$509K	Buy	8,805 +1,600	+22%	+$89.3K	0.06%	172
2021 Q4	$433K	Sell	7,205 -25,490	-78%	-$1.46M	0.05%	190
2021 Q3	$1.8M	Buy	32,695 +2,170	+7%	+$124K	0.19%	93
2021 Q2	$1.67M	Buy	30,525 +6,370	+26%	+$337K	0.19%	96
2021 Q1	$1.22M	Buy	24,155 +19,155	+383%	+$963K	0.16%	102
2020 Q4	$246K	Sell	5,000 -1,455	-23%	-$68.7K	0.04%	273
2020 Q3	$293K	Sell	6,455 -2,510	-28%	-$114K	0.06%	196
2020 Q2	$386K	Buy	8,965 +2,800	+45%	+$118K	0.08%	152
2020 Q1	$232K	Buy	6,165 +5,165	+517%	+$212K	0.06%	192
2019 Q4	$43K	Buy	+1,000	New	+$40.4K	0.01%	504
2019 Q2	–	Sell	-250	Closed	-$10K	–	522
2019 Q1	$10K	Sell	250 -9,505	-97%	-$361K	﹤0.01%	626
2018 Q4	$356K	Buy	+9,755	New	+$374K	0.1%	143

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kore Private Wealth's IYH Position: Q3 2022 in Review

Kore Private Wealth held its iShares US Healthcare ETF (IYH) position steady in Q3 2022 at 7,130 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #162.

Kore Private Wealth first reported a position in IYH in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.8M in Q3 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

Kore Private Wealth held 7,130 shares of iShares US Healthcare ETF worth $361K as of Q3 2022.
Kore Private Wealth left its iShares US Healthcare ETF share count unchanged in Q3 2022.
iShares US Healthcare ETF made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #162 holding.
Kore Private Wealth first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 14 quarters since.
Kore Private Wealth's iShares US Healthcare ETF position peaked at $1.8M in Q3 2021.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.