LeJeune Puetz Investment Counsel’s iShares US Healthcare ETF IYH Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$306K	Hold	5,605	–	–	0.11%	133
2022 Q4	$318K	Buy	5,605 +5	+0.1%	+$276	0.12%	132
2022 Q3	$284K	Hold	5,600	–	–	0.12%	124
2022 Q2	$301K	Hold	5,600	–	–	0.12%	122
2022 Q1	$323K	Sell	5,600 -375	-6%	-$20.9K	0.11%	128
2021 Q4	$359K	Sell	5,975 -75	-1%	-$4.29K	0.12%	125
2021 Q3	$334K	Hold	6,050	–	–	0.12%	130
2021 Q2	$330K	Hold	6,050	–	–	0.12%	129
2021 Q1	$305K	Hold	6,050	–	–	0.12%	132
2020 Q4	$298K	Hold	6,050	–	–	0.13%	122
2020 Q3	$275K	Hold	6,050	–	–	0.13%	120
2020 Q2	$261K	Hold	6,050	–	–	0.14%	121
2020 Q1	$227K	Hold	6,050	–	–	0.13%	126
2019 Q4	$261K	Hold	6,050	–	–	0.12%	132
2019 Q3	$229K	Hold	6,050	–	–	0.12%	132
2019 Q2	$236K	Buy	6,050 +2,800	+86%	+$106K	0.12%	133
2019 Q1	$126K	Hold	3,250	–	–	0.07%	158
2018 Q4	$118K	Hold	3,250	–	–	0.07%	156
2018 Q3	$132K	Hold	3,250	–	–	0.08%	150
2018 Q2	$116K	Hold	3,250	–	–	0.07%	154
2018 Q1	$112K	Hold	3,250	–	–	0.07%	140
2017 Q4	$113K	Sell	3,250 -125	-4%	-$4.34K	0.07%	143
2017 Q3	$116K	Hold	3,375	–	–	0.07%	140
2017 Q2	$112K	Hold	3,375	–	–	0.08%	142
2017 Q1	$105K	Buy	+3,375	New	+$103K	0.08%	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 $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LeJeune Puetz Investment Counsel's IYH Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its iShares US Healthcare ETF (IYH) position steady in Q1 2023 at 5,605 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #133.

LeJeune Puetz Investment Counsel first reported a position in IYH in Q1 2017 and has held it in 25 quarters since. The position peaked at $359K in Q4 2021. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

LeJeune Puetz Investment Counsel held 5,605 shares of iShares US Healthcare ETF worth $306K as of Q1 2023.
LeJeune Puetz Investment Counsel left its iShares US Healthcare ETF share count unchanged in Q1 2023.
iShares US Healthcare ETF made up 0.11% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #133 holding.
LeJeune Puetz Investment Counsel first reported a position in iShares US Healthcare ETF in Q1 2017 and has held it in 25 quarters since.
LeJeune Puetz Investment Counsel's iShares US Healthcare ETF position peaked at $359K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.