OPW
IYH icon

Oxler Private Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-5,220
Closed -$164K – 236
2022
Q3 		$164K Buy
5,220
+3,585
+219% +$194K 0.09% 105
2022
Q2 		$88.1K Buy
+1,635
New +$89.8K 0.04% 132
2021
Q1 		– Sell
-1,625
Closed -$79K – 169
2020
Q4 		$79K Buy
+1,625
New +$76.7K 0.04% 142

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oxler Private Wealth's IYH Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 5,220 shares — an estimated $164K sold.

Oxler Private Wealth first reported a position in IYH in Q4 2020 and held it in 3 quarters. The position peaked at $164K in Q3 2022. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 5,220 iShares US Healthcare ETF shares in Q4 2022, an estimated $164K.
  • Oxler Private Wealth first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's iShares US Healthcare ETF position peaked at $164K in Q3 2022.
  • 488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.