ORG Partners’s iShares US Healthcare ETF IYH Stock Holding History

ORG 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 Q3	–	Sell	-3,580	Closed	-$199K	–	1495
2023 Q2	$199K	Buy	+3,580	New	+$199K	0.03%	377

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's IYH Position: Q3 2023 in Review

ORG Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 3,580 shares — an estimated $199K sold.

ORG Partners first reported a position in IYH in Q2 2023 and held it in 1 quarter. The position peaked at $199K in Q2 2023. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

ORG Partners reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
ORG Partners sold 3,580 iShares US Healthcare ETF shares in Q3 2023, an estimated $199K.
ORG Partners first reported a position in iShares US Healthcare ETF in Q2 2023 and held it in 1 quarter.
ORG Partners's iShares US Healthcare ETF position peaked at $199K in Q2 2023.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on ORG Partners's 13F filing for Q3 2023, filed 3 Nov 2023.