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McMorgan & Co’s iShares US Healthcare ETF IYH Stock Holding History

McMorgan & Co’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
-120,810
Closed -$6.53M – 53
2023
Q3 		$6.53M Buy
120,810
+2,945
+2% +$165K 1.21% 13
2023
Q2 		$6.61M Buy
117,865
+7,910
+7% +$440K 1.24% 13
2023
Q1 		$6.01M Sell
109,955
-3,080
-3% -$169K 1.24% 11
2022
Q4 		$6.41M Buy
113,035
+315
+0.3% +$17.4K 1.38% 12
2022
Q3 		$5.7M Buy
+112,720
New +$6.09M 1.35% 12

Other funds holding IYH

Morgan Stanley
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
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

McMorgan & Co's IYH Position: Q4 2023 in Review

McMorgan & Co sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 120,810 shares — an estimated $6.53M sold.

McMorgan & Co first reported a position in IYH in Q3 2022 and held it in 5 quarters. The position peaked at $6.61M in Q2 2023. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • McMorgan & Co reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • McMorgan & Co sold 120,810 iShares US Healthcare ETF shares in Q4 2023, an estimated $6.53M.
  • McMorgan & Co first reported a position in iShares US Healthcare ETF in Q3 2022 and held it in 5 quarters.
  • McMorgan & Co's iShares US Healthcare ETF position peaked at $6.61M in Q2 2023.
  • 480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on McMorgan & Co's 13F filing for Q4 2023, filed 13 Feb 2024.