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 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

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

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

One Wealth Advisors's IYH Position: Q2 2024 in Review

One Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 3,340 shares — an estimated $207K sold.

One Wealth Advisors first reported a position in IYH in Q1 2022 and held it in 9 quarters. The position peaked at $1.06M in Q2 2023. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

One Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
One Wealth Advisors sold 3,340 iShares US Healthcare ETF shares in Q2 2024, an estimated $207K.
One Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 9 quarters.
One Wealth Advisors's iShares US Healthcare ETF position peaked at $1.06M in Q2 2023.
493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.