Mayflower Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Mayflower Financial Advisors’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 Q3	–	Sell	-4,350	Closed	-$244K	–	353
2023 Q2	$244K	Buy	4,350 +205	+5%	+$11.4K	0.03%	304
2023 Q1	$226K	Sell	4,145 -145	-3%	-$7.96K	0.03%	308
2022 Q4	$243K	Buy	+4,290	New	+$237K	0.03%	293
2021 Q1	–	Sell	-4,615	Closed	-$227K	–	309
2020 Q4	$227K	Buy	+4,615	New	+$218K	0.04%	242

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

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

GBWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Mayflower Financial Advisors's IYH Position: Q3 2023 in Review

Mayflower Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 4,350 shares — an estimated $244K sold.

Mayflower Financial Advisors first reported a position in IYH in Q4 2020 and held it in 4 quarters. The position peaked at $244K in Q2 2023. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Mayflower Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 4,350 iShares US Healthcare ETF shares in Q3 2023, an estimated $244K.
Mayflower Financial Advisors first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 4 quarters.
Mayflower Financial Advisors's iShares US Healthcare ETF position peaked at $244K in Q2 2023.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Mayflower Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.