M&R Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

M&R Capital Management’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	$130K	Hold	2,000	–	–	0.03%	168
2024 Q2	$123K	Hold	2,000	–	–	0.03%	165
2024 Q1	$124K	Hold	2,000	–	–	0.03%	164
2023 Q4	$114K	Hold	2,000	–	–	0.03%	185
2023 Q3	$108K	Hold	2,000	–	–	0.03%	182
2023 Q2	$112K	Hold	2,000	–	–	0.03%	176
2023 Q1	$109K	Hold	2,000	–	–	0.03%	179
2022 Q4	$113K	Hold	2,000	–	–	0.03%	179
2022 Q3	$101K	Hold	2,000	–	–	0.03%	184
2022 Q2	$107K	Hold	2,000	–	–	0.03%	181
2022 Q1	$115K	Hold	2,000	–	–	0.02%	186
2021 Q4	$120K	Hold	2,000	–	–	0.02%	186
2021 Q3	$110K	Hold	2,000	–	–	0.02%	186
2021 Q2	$109K	Hold	2,000	–	–	0.03%	187
2021 Q1	$100K	Sell	2,000 -2,375	-54%	-$119K	0.02%	180
2020 Q4	$215K	Hold	4,375	–	–	0.05%	150
2020 Q3	$198K	Hold	4,375	–	–	0.05%	155
2020 Q2	$188K	Hold	4,375	–	–	0.05%	155
2020 Q1	$164K	Hold	4,375	–	–	0.05%	165
2019 Q4	$188K	Hold	4,375	–	–	0.04%	174
2019 Q3	$165K	Hold	4,375	–	–	0.04%	188
2019 Q2	$170K	Hold	4,375	–	–	0.04%	187
2019 Q1	$164K	Hold	4,375	–	–	0.04%	188
2018 Q4	$158K	Hold	4,375	–	–	0.04%	181
2018 Q3	$177K	Hold	4,375	–	–	0.04%	191
2018 Q2	$155K	Hold	4,375	–	–	0.04%	198
2018 Q1	$151K	Hold	4,375	–	–	0.04%	201
2017 Q4	$152K	Hold	4,375	–	–	0.04%	207
2017 Q3	$150K	Hold	4,375	–	–	0.04%	206
2017 Q2	$144K	Hold	4,375	–	–	0.04%	211
2017 Q1	$136K	Hold	4,375	–	–	0.03%	208
2016 Q4	$126K	Hold	4,375	–	–	0.03%	202
2016 Q3	$131K	Hold	4,375	–	–	0.04%	197
2016 Q2	$129K	Buy	+4,375	New	+$128K	0.04%	195

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

M&R Capital Management's IYH Position: Q3 2024 in Review

M&R Capital Management held its iShares US Healthcare ETF (IYH) position steady in Q3 2024 at 2,000 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #168.

M&R Capital Management first reported a position in IYH in Q2 2016 and has held it in 34 quarters since. The position peaked at $215K in Q4 2020. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

M&R Capital Management held 2,000 shares of iShares US Healthcare ETF worth $130K as of Q3 2024.
M&R Capital Management left its iShares US Healthcare ETF share count unchanged in Q3 2024.
iShares US Healthcare ETF made up 0.03% of M&R Capital Management's portfolio in Q3 2024, its #168 holding.
M&R Capital Management first reported a position in iShares US Healthcare ETF in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's iShares US Healthcare ETF position peaked at $215K in Q4 2020.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.