Pathstone Family Office’s iShares US Healthcare ETF IYH Stock Holding History

Pathstone Family Office’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	$470K	Buy	8,705 +4,815	+124%	+$269K	﹤0.01%	1068
2023 Q2	$218K	Buy	3,890 +15	+0.4%	+$834	﹤0.01%	1108
2023 Q1	$212K	Hold	3,875	–	–	﹤0.01%	1064
2022 Q4	$220K	Sell	3,875 -4,000	-51%	-$221K	﹤0.01%	1064
2022 Q3	$398K	Hold	7,875	–	–	0.01%	783
2022 Q2	$424K	Buy	+7,875	New	+$432K	0.01%	648
2021 Q1	–	Sell	-55	Closed	-$3K	–	1001
2020 Q4	$3K	Buy	+55	New	+$2.6K	﹤0.01%	996

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

Pathstone Family Office's IYH Position: Q3 2023 in Review

Pathstone Family Office increased its iShares US Healthcare ETF (IYH) stake by 124% in Q3 2023, buying an estimated $269K and bringing the position to 8,705 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Pathstone Family Office first reported a position in IYH in Q4 2020 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Pathstone Family Office held 8,705 shares of iShares US Healthcare ETF worth $470K as of Q3 2023.
Pathstone Family Office bought 4,815 iShares US Healthcare ETF shares in Q3 2023, an estimated $269K.
iShares US Healthcare ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1068 holding.
Pathstone Family Office first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 7 quarters since.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.