LM Advisors’s iShares US Healthcare ETF IYH Stock Holding History

LM Advisors’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 Q1	–	Sell	-925	Closed	-$53K	–	468
2023 Q4	$53K	Buy	+925	New	+$50.4K	0.01%	325

Other funds holding IYH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

LM Advisors's IYH Position: Q1 2024 in Review

LM Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 925 shares — an estimated $53K sold.

LM Advisors first reported a position in IYH in Q4 2023 and held it in 1 quarter. The position peaked at $53K in Q4 2023. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

LM Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 925 iShares US Healthcare ETF shares in Q1 2024, an estimated $53K.
LM Advisors first reported a position in iShares US Healthcare ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's iShares US Healthcare ETF position peaked at $53K in Q4 2023.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.