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Magnus Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Magnus Financial Group’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 		– Sell
-3,925
Closed -$214K – 281
2023
Q1 		$214K Buy
+3,925
New +$215K 0.03% 252
2021
Q1 		– Sell
-4,740
Closed -$233K – 297
2020
Q4 		$233K Buy
+4,740
New +$224K 0.02% 265

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Magnus Financial Group's IYH Position: Q2 2023 in Review

Magnus Financial Group sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 3,925 shares — an estimated $214K sold.

Magnus Financial Group first reported a position in IYH in Q4 2020 and held it in 2 quarters. The position peaked at $233K in Q4 2020. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • Magnus Financial Group reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Magnus Financial Group sold 3,925 iShares US Healthcare ETF shares in Q2 2023, an estimated $214K.
  • Magnus Financial Group first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 2 quarters.
  • Magnus Financial Group's iShares US Healthcare ETF position peaked at $233K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Magnus Financial Group's 13F filing for Q2 2023, filed 19 Jul 2023.