MassMutual Private Wealth & Trust’s iShares US Healthcare ETF IYH Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-2,500	Closed	-$135K	–	2016
2023 Q3	$135K	Hold	2,500	–	–	0.01%	416
2023 Q2	$140K	Hold	2,500	–	–	0.01%	395
2023 Q1	$137K	Hold	2,500	–	–	0.01%	388
2022 Q4	$142K	Hold	2,500	–	–	0.01%	376
2022 Q3	$127K	Sell	2,500 -130	-5%	-$7.02K	0.01%	364
2022 Q2	$141K	Hold	2,630	–	–	0.01%	354
2022 Q1	$152K	Hold	2,630	–	–	0.01%	356
2021 Q4	$158K	Hold	2,630	–	–	0.01%	357
2021 Q3	$145K	Hold	2,630	–	–	0.01%	363
2021 Q2	$144K	Buy	+2,630	New	+$139K	0.01%	364

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's IYH Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 2,500 shares — an estimated $135K sold.

MassMutual Private Wealth & Trust first reported a position in IYH in Q2 2021 and held it in 10 quarters. The position peaked at $158K in Q4 2021. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

MassMutual Private Wealth & Trust reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 2,500 iShares US Healthcare ETF shares in Q4 2023, an estimated $135K.
MassMutual Private Wealth & Trust first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 10 quarters.
MassMutual Private Wealth & Trust's iShares US Healthcare ETF position peaked at $158K in Q4 2021.
480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.