Planning Capital Management Corporation’s iShares US Healthcare ETF IYH Stock Holding History

Planning Capital Management Corporation’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 Q3	$4.55K	Buy	+70	New	+$4.47K	﹤0.01%	521

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

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Planning Capital Management Corporation's IYH Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in iShares US Healthcare ETF (IYH) in Q3 2024: 70 shares worth $4.55K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

Planning Capital Management Corporation held 70 shares of iShares US Healthcare ETF worth $4.55K as of Q3 2024.
iShares US Healthcare ETF was a new Planning Capital Management Corporation position in Q3 2024.
iShares US Healthcare ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #521 holding.
514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.