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 New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Moloney Securities Asset Management's IYH Position: Q1 2024 in Review

Moloney Securities Asset Management sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 8,035 shares — an estimated $460K sold.

Moloney Securities Asset Management first reported a position in IYH in Q3 2021 and held it in 6 quarters. The position peaked at $3.24M in Q3 2021. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

Moloney Securities Asset Management reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 8,035 iShares US Healthcare ETF shares in Q1 2024, an estimated $460K.
Moloney Securities Asset Management first reported a position in iShares US Healthcare ETF in Q3 2021 and held it in 6 quarters.
Moloney Securities Asset Management's iShares US Healthcare ETF position peaked at $3.24M in Q3 2021.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Moloney Securities Asset Management's 13F filing for Q1 2024, filed 1 May 2024.