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Prio Wealth Limited Partnership’s iShares US Healthcare ETF IYH Stock Holding History

Prio Wealth Limited Partnership’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 		$439K Sell
6,750
-100
-1% -$6.39K 0.01% 203
2024
Q2 		$420K Sell
6,850
-225
-3% -$13.5K 0.01% 201
2024
Q1 		$438K Hold
7,075
– – 0.01% 201
2023
Q4 		$405K Hold
7,075
– – 0.01% 198
2023
Q3 		$382K Hold
7,075
– – 0.01% 198
2023
Q2 		$397K Sell
7,075
-125
-2% -$6.95K 0.01% 201
2023
Q1 		$393K Hold
7,200
– – 0.02% 201
2022
Q4 		$409K Buy
7,200
+625
+10% +$34.5K 0.02% 200
2022
Q3 		$333K Buy
6,575
+10
+0.2% +$540 0.01% 203
2022
Q2 		$353K Buy
6,565
+50
+0.8% +$2.75K 0.01% 205
2022
Q1 		$376K Buy
+6,515
New +$364K 0.01% 212
2016
Q4 		– Sell
-9,500
Closed -$285K – 246
2016
Q3 		$285K Hold
9,500
– – 0.02% 217
2016
Q2 		$281K Sell
9,500
-6,875
-42% -$201K 0.02% 214
2016
Q1 		$460K Sell
16,375
-1,550
-9% -$42.9K 0.03% 178
2015
Q4 		$537K Sell
17,925
-1,325
-7% -$39.4K 0.03% 168
2015
Q3 		$538K Hold
19,250
– – 0.03% 169
2015
Q2 		$611K Sell
19,250
-125
-0.6% -$3.93K 0.03% 168
2015
Q1 		$597K Hold
19,375
– – 0.03% 170
2014
Q4 		$558K Sell
19,375
-125
-0.6% -$3.52K 0.03% 174
2014
Q3 		$523K Sell
19,500
-750
-4% -$19.8K 0.03% 171
2014
Q2 		$519K Hold
20,250
– – 0.03% 173
2014
Q1 		$498K Buy
20,250
+8,125
+67% +$198K 0.03% 178
2013
Q4 		$282K Hold
12,125
– – 0.01% 218
2013
Q3 		$259K Sell
12,125
-450
-4% -$9.54K 0.01% 225
2013
Q2 		$251K Buy
+12,575
New +$253K 0.02% 220

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Prio Wealth Limited Partnership's IYH Position: Q3 2024 in Review

Prio Wealth Limited Partnership reduced its iShares US Healthcare ETF (IYH) stake by 1.5% in Q3 2024, selling an estimated $6.39K and leaving 6,750 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #203.

Prio Wealth Limited Partnership first reported a position in IYH in Q2 2013 and has held it in 25 quarters since. The position peaked at $611K in Q2 2015. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • Prio Wealth Limited Partnership held 6,750 shares of iShares US Healthcare ETF worth $439K as of Q3 2024.
  • Prio Wealth Limited Partnership sold 100 iShares US Healthcare ETF shares in Q3 2024, an estimated $6.39K.
  • iShares US Healthcare ETF made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #203 holding.
  • Prio Wealth Limited Partnership first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 25 quarters since.
  • Prio Wealth Limited Partnership's iShares US Healthcare ETF position peaked at $611K in Q2 2015.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.