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Morton Brown Family Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-10
Closed -$546 – 243
2023
Q1 		$546 Buy
+10
New +$549 ﹤0.01% 282

Other funds holding IYH

Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morton Brown Family Wealth's IYH Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 10 shares — an estimated $546 sold.

Morton Brown Family Wealth first reported a position in IYH in Q1 2023 and held it in 1 quarter. The position peaked at $546 in Q1 2023. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 10 iShares US Healthcare ETF shares in Q2 2023, an estimated $546.
  • Morton Brown Family Wealth first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's iShares US Healthcare ETF position peaked at $546 in Q1 2023.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.