Lumature Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Lumature Wealth Partners’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 Q2	$132K	Buy	2,350 +450	+24%	+$25K	0.08%	177
2023 Q1	$104K	Hold	1,900	–	–	0.06%	185
2022 Q4	$108K	Hold	1,900	–	–	0.06%	184
2022 Q3	$96K	Hold	1,900	–	–	0.05%	193
2022 Q2	$102K	Hold	1,900	–	–	0.05%	204
2022 Q1	$110K	Buy	1,900 +300	+19%	+$16.7K	0.04%	207
2021 Q4	$96K	Hold	1,600	–	–	0.04%	184
2021 Q3	$88K	Hold	1,600	–	–	0.04%	189
2021 Q2	$87K	Hold	1,600	–	–	0.04%	186
2021 Q1	$81K	Hold	1,600	–	–	0.04%	183
2020 Q4	$79K	Buy	+1,600	New	+$75.5K	0.07%	141

Other funds holding IYH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Lumature Wealth Partners's IYH Position: Q2 2023 in Review

Lumature Wealth Partners increased its iShares US Healthcare ETF (IYH) stake by 24% in Q2 2023, buying an estimated $25K and bringing the position to 2,350 shares worth $132K. The position accounts for 0.08% of the portfolio, ranked #177.

Lumature Wealth Partners first reported a position in IYH in Q4 2020 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

Lumature Wealth Partners held 2,350 shares of iShares US Healthcare ETF worth $132K as of Q2 2023.
Lumature Wealth Partners bought 450 iShares US Healthcare ETF shares in Q2 2023, an estimated $25K.
iShares US Healthcare ETF made up 0.08% of Lumature Wealth Partners's portfolio in Q2 2023, its #177 holding.
Lumature Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 11 quarters since.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.