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National Wealth Management Group’s iShares US Healthcare ETF IYH Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-7,870
Closed -$447K – 149
2022
Q4 		$447K Buy
+7,870
New +$434K 0.54% 60

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

National Wealth Management Group's IYH Position: Q1 2023 in Review

National Wealth Management Group sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 7,870 shares — an estimated $447K sold.

National Wealth Management Group first reported a position in IYH in Q4 2022 and held it in 1 quarter. The position peaked at $447K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • National Wealth Management Group reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 7,870 iShares US Healthcare ETF shares in Q1 2023, an estimated $447K.
  • National Wealth Management Group first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's iShares US Healthcare ETF position peaked at $447K in Q4 2022.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.