NVWM LLC’s iShares US Healthcare ETF IYH Stock Holding History

NVWM LLC’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 Q4	–	Sell	-10	Closed	-$542	–	442
2023 Q3	$542	Buy	+10	New	+$559	﹤0.01%	408

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

NVWM LLC's IYH Position: Q4 2023 in Review

NVWM LLC sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 10 shares — an estimated $542 sold.

NVWM LLC first reported a position in IYH in Q3 2023 and held it in 1 quarter. The position peaked at $542 in Q3 2023. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

NVWM LLC reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
NVWM LLC sold 10 iShares US Healthcare ETF shares in Q4 2023, an estimated $542.
NVWM LLC first reported a position in iShares US Healthcare ETF in Q3 2023 and held it in 1 quarter.
NVWM LLC's iShares US Healthcare ETF position peaked at $542 in Q3 2023.
480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on NVWM LLC's 13F filing for Q4 2023, filed 8 Feb 2024.