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One Charles Private Wealth Services’s iShares US Healthcare ETF IYH Stock Holding History

One Charles Private Wealth Services’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
2022
Q2 		– Sell
-7,780
Closed -$449K – 122
2022
Q1 		$449K Buy
+7,780
New +$434K 0.28% 68

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

One Charles Private Wealth Services's IYH Position: Q2 2022 in Review

One Charles Private Wealth Services sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 7,780 shares — an estimated $449K sold.

One Charles Private Wealth Services first reported a position in IYH in Q1 2022 and held it in 1 quarter. The position peaked at $449K in Q1 2022. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

  • One Charles Private Wealth Services reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
  • One Charles Private Wealth Services sold 7,780 iShares US Healthcare ETF shares in Q2 2022, an estimated $449K.
  • One Charles Private Wealth Services first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 1 quarter.
  • One Charles Private Wealth Services's iShares US Healthcare ETF position peaked at $449K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on One Charles Private Wealth Services's 13F filing for Q2 2022, filed 8 Aug 2022.