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Matthew Hamilton Rosenberg’s iShares US Healthcare ETF IYH Stock Holding History

Matthew Hamilton Rosenberg’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 		– Sell
-15
Closed -$914 – 845
2024
Q2 		$914 Hold
15
– – ﹤0.01% 742
2024
Q1 		$921 Hold
15
– – ﹤0.01% 779
2023
Q4 		$859 Hold
15
– – ﹤0.01% 798
2023
Q3 		$810 Hold
15
– – ﹤0.01% 797
2023
Q2 		$841 Hold
15
– – ﹤0.01% 799
2023
Q1 		$819 Hold
15
– – ﹤0.01% 844
2022
Q4 		$851 Hold
15
– – ﹤0.01% 832
2022
Q3 		$1K Hold
15
– – ﹤0.01% 820
2022
Q2 		$1K Hold
15
– – ﹤0.01% 773
2022
Q1 		$1K Buy
+15
New +$837 ﹤0.01% 737

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Matthew Hamilton Rosenberg's IYH Position: Q3 2024 in Review

Matthew Hamilton Rosenberg sold out of iShares US Healthcare ETF (IYH) in Q3 2024, closing a stake of 15 shares — an estimated $914 sold.

Matthew Hamilton Rosenberg first reported a position in IYH in Q1 2022 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • Matthew Hamilton Rosenberg reported no remaining iShares US Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 15 iShares US Healthcare ETF shares in Q3 2024, an estimated $914.
  • Matthew Hamilton Rosenberg first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 10 quarters.
  • Matthew Hamilton Rosenberg's iShares US Healthcare ETF position peaked at $1K in Q3 2022.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2024, filed 28 Oct 2024.