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

NWAM 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
Q2 		– Sell
-5,100
Closed -$279K – 560
2023
Q1 		$279K Sell
5,100
-2,155
-30% -$118K 0.03% 384
2022
Q4 		$412K Buy
7,255
+745
+11% +$41.1K 0.04% 344
2022
Q3 		$329K Buy
+6,510
New +$352K 0.03% 366
2021
Q4 		– Sell
-10,885
Closed -$601K – 521
2021
Q3 		$601K Buy
10,885
+500
+5% +$28.6K 0.05% 280
2021
Q2 		$567K Buy
+10,385
New +$550K 0.05% 288

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NWAM LLC's IYH Position: Q2 2023 in Review

NWAM LLC sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 5,100 shares — an estimated $279K sold.

NWAM LLC first reported a position in IYH in Q2 2021 and held it in 5 quarters. The position peaked at $601K in Q3 2021. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • NWAM LLC reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • NWAM LLC sold 5,100 iShares US Healthcare ETF shares in Q2 2023, an estimated $279K.
  • NWAM LLC first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 5 quarters.
  • NWAM LLC's iShares US Healthcare ETF position peaked at $601K in Q3 2021.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on NWAM LLC's 13F filing for Q2 2023, filed 10 Aug 2023.