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LWMG LLC’s iShares US Healthcare ETF IYH Stock Holding History

LWMG LLC’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
Q3 		$539K Buy
8,291
+1,594
+24% +$102K 0.1% 55
2024
Q2 		$410K Buy
6,697
+724
+12% +$43.6K 0.09% 64
2024
Q1 		$370K Buy
5,973
+2,373
+66% +$143K 0.09% 67
2023
Q4 		$206K Buy
+3,600
New +$196K 0.05% 88

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LWMG LLC's IYH Position: Q3 2024 in Review

LWMG LLC increased its iShares US Healthcare ETF (IYH) stake by 24% in Q3 2024, buying an estimated $102K and bringing the position to 8,291 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #55.

LWMG LLC first reported a position in IYH in Q4 2023 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • LWMG LLC held 8,291 shares of iShares US Healthcare ETF worth $539K as of Q3 2024.
  • LWMG LLC bought 1,594 iShares US Healthcare ETF shares in Q3 2024, an estimated $102K.
  • iShares US Healthcare ETF made up 0.1% of LWMG LLC's portfolio in Q3 2024, its #55 holding.
  • LWMG LLC first reported a position in iShares US Healthcare ETF in Q4 2023 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.