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

Nauset Wealth 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
2022 Q1	$609K	Buy	10,545 +2,250	+27%	+$126K	0.48%	32
2021 Q4	$498K	Buy	+8,295	New	+$474K	0.47%	34

Other funds holding IYH

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nauset Wealth Management's IYH Position: Q1 2022 in Review

Nauset Wealth Management increased its iShares US Healthcare ETF (IYH) stake by 27% in Q1 2022, buying an estimated $126K and bringing the position to 10,545 shares worth $609K. The position accounts for 0.48% of the portfolio, ranked #32.

Nauset Wealth Management first reported a position in IYH in Q4 2021 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Nauset Wealth Management held 10,545 shares of iShares US Healthcare ETF worth $609K as of Q1 2022.
Nauset Wealth Management bought 2,250 iShares US Healthcare ETF shares in Q1 2022, an estimated $126K.
iShares US Healthcare ETF made up 0.48% of Nauset Wealth Management's portfolio in Q1 2022, its #32 holding.
Nauset Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 2 quarters since.
422 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.