NEPWA
IYH icon

New England Private Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

New England Private Wealth Advisors’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
-3,670
Closed -$207K – 110
2022
Q4 		$207K Buy
+3,670
New +$203K 0.04% 102
2022
Q1 		– Sell
-908,090
Closed -$60K – 107
2021
Q4 		$60K Buy
+908,090
New +$51.9M 0.01% 103

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Private Wealth Advisors's IYH Position: Q1 2023 in Review

New England Private Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 3,670 shares — an estimated $207K sold.

New England Private Wealth Advisors first reported a position in IYH in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • New England Private Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • New England Private Wealth Advisors sold 3,670 iShares US Healthcare ETF shares in Q1 2023, an estimated $207K.
  • New England Private Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 2 quarters.
  • New England Private Wealth Advisors's iShares US Healthcare ETF position peaked at $207K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on New England Private Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.