Orion Portfolio Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Orion Portfolio Solutions’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	-9,590	Closed	-$518K	–	1712
2023 Q3	$518K	Sell	9,590 -390	-4%	-$21.8K	0.01%	1191
2023 Q2	$560K	Buy	9,980 +1,560	+19%	+$86.7K	0.01%	1175
2023 Q1	$460K	Buy	8,420 +1,670	+25%	+$91.6K	0.01%	1168
2022 Q4	$383K	Buy	6,750 +970	+17%	+$53.5K	0.01%	586
2022 Q3	$293K	Buy	+5,780	New	+$312K	0.01%	581
2022 Q2	–	Sell	-5,025	Closed	-$290K	–	714
2022 Q1	$290K	Sell	5,025 -365	-7%	-$20.4K	0.01%	587
2021 Q4	$324K	Hold	5,390	–	–	0.01%	551
2021 Q3	$297K	Buy	5,390 +365	+7%	+$20.9K	0.01%	527
2021 Q2	$274K	Hold	5,025	–	–	0.01%	513
2021 Q1	$254K	Sell	5,025 -5	-0.1%	-$251	0.01%	471
2020 Q4	$247K	Hold	5,030	–	–	0.01%	437
2020 Q3	$229K	Hold	5,030	–	–	0.01%	397
2020 Q2	$217K	Hold	5,030	–	–	0.01%	390
2020 Q1	$189K	Hold	5,030	–	–	0.01%	329
2019 Q4	$217K	Buy	+5,030	New	+$203K	0.02%	304

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

GBWM

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Orion Portfolio Solutions's IYH Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 9,590 shares — an estimated $518K sold.

Orion Portfolio Solutions first reported a position in IYH in Q4 2019 and held it in 15 quarters. The position peaked at $560K in Q2 2023. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

Orion Portfolio Solutions reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 9,590 iShares US Healthcare ETF shares in Q4 2023, an estimated $518K.
Orion Portfolio Solutions first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 15 quarters.
Orion Portfolio Solutions's iShares US Healthcare ETF position peaked at $560K in Q2 2023.
480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.