One Advisory Partners’s iShares US Healthcare ETF IYH Stock Holding History

One Advisory Partners’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	-6,265	Closed	-$338K	–	46
2023 Q3	$338K	Sell	6,265 -4,110	-40%	-$230K	0.2%	38
2023 Q2	$582K	Buy	10,375 +270	+3%	+$15K	0.33%	26
2023 Q1	$552K	Buy	10,105 +3,200	+46%	+$176K	0.32%	27
2022 Q4	$392K	Buy	6,905 +2,510	+57%	+$139K	0.25%	37
2022 Q3	$222K	Buy	+4,395	New	+$237K	0.15%	44
2022 Q2	–	Sell	-3,835	Closed	-$222K	–	46
2022 Q1	$222K	Buy	+3,835	New	+$214K	0.13%	34

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

One Advisory Partners's IYH Position: Q4 2023 in Review

One Advisory Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 6,265 shares — an estimated $338K sold.

One Advisory Partners first reported a position in IYH in Q1 2022 and held it in 6 quarters. The position peaked at $582K in Q2 2023. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

One Advisory Partners reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
One Advisory Partners sold 6,265 iShares US Healthcare ETF shares in Q4 2023, an estimated $338K.
One Advisory Partners first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 6 quarters.
One Advisory Partners's iShares US Healthcare ETF position peaked at $582K in Q2 2023.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on One Advisory Partners's 13F filing for Q4 2023, filed 26 Jan 2024.