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One Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

One 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
2024
Q2 		– Sell
-3,340
Closed -$207K – 249
2024
Q1 		$207K Sell
3,340
-2,255
-40% -$136K 0.04% 234
2023
Q4 		$320K Sell
5,595
-10,960
-66% -$597K 0.06% 150
2023
Q3 		$894K Sell
16,555
-2,295
-12% -$128K 0.2% 69
2023
Q2 		$1.06M Buy
18,850
+1,945
+12% +$108K 0.22% 61
2023
Q1 		$923K Buy
16,905
+730
+5% +$40.1K 0.21% 66
2022
Q4 		$918K Buy
16,175
+895
+6% +$49.4K 0.21% 73
2022
Q3 		$773K Buy
15,280
+11,000
+257% +$594K 0.25% 55
2022
Q2 		$230K Sell
4,280
-7,655
-64% -$420K 0.06% 167
2022
Q1 		$689K Buy
+11,935
New +$666K 0.17% 72

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return