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

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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