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Private Capital Management (Colorado)’s iShares US Healthcare ETF IYH Stock Holding History

Private Capital Management (Colorado)’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
-85
Closed -$4.59K – 220
2023
Q3 		$4.59K Buy
+85
New +$4.75K ﹤0.01% 217

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LPL Financial
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Wells Fargo
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Private Capital Management (Colorado)'s IYH Position: Q4 2023 in Review

Private Capital Management (Colorado) sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 85 shares — an estimated $4.59K sold.

Private Capital Management (Colorado) first reported a position in IYH in Q3 2023 and held it in 1 quarter. The position peaked at $4.59K in Q3 2023. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Private Capital Management (Colorado) reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 85 iShares US Healthcare ETF shares in Q4 2023, an estimated $4.59K.
  • Private Capital Management (Colorado) first reported a position in iShares US Healthcare ETF in Q3 2023 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s iShares US Healthcare ETF position peaked at $4.59K in Q3 2023.
  • 480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2023, filed 9 Jan 2024.