NCM Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

NCM Capital 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
2023 Q1	–	Sell	-4,575	Closed	-$260K	–	167
2022 Q4	$260K	Buy	4,575 +50	+1%	+$2.76K	0.17%	144
2022 Q3	$229K	Buy	4,525 +440	+11%	+$23.8K	0.17%	148
2022 Q2	$220K	Sell	4,085 -255	-6%	-$14K	0.15%	159
2022 Q1	$251K	Buy	+4,340	New	+$242K	0.16%	161

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NCM Capital Management's IYH Position: Q1 2023 in Review

NCM Capital Management sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 4,575 shares — an estimated $260K sold.

NCM Capital Management first reported a position in IYH in Q1 2022 and held it in 4 quarters. The position peaked at $260K in Q4 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

NCM Capital Management reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
NCM Capital Management sold 4,575 iShares US Healthcare ETF shares in Q1 2023, an estimated $260K.
NCM Capital Management first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 4 quarters.
NCM Capital Management's iShares US Healthcare ETF position peaked at $260K in Q4 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on NCM Capital Management's 13F filing for Q1 2023, filed 15 May 2023.