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Moloney Securities Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Moloney Securities Asset Management’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
Q1 		– Sell
-8,035
Closed -$460K – 483
2023
Q4 		$460K Sell
8,035
-4,895
-38% -$266K 0.07% 258
2023
Q3 		$698K Sell
12,930
-2,525
-16% -$141K 0.13% 192
2023
Q2 		$866K Buy
15,455
+340
+2% +$18.9K 0.15% 158
2023
Q1 		$825K Buy
15,115
+2,785
+23% +$153K 0.15% 163
2022
Q4 		$700K Buy
+12,330
New +$680K 0.15% 178
2021
Q4 		– Sell
-58,685
Closed -$3.24M – 464
2021
Q3 		$3.24M Buy
+58,685
New +$3.36M 0.59% 47

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return