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Provence Wealth Management Group’s iShares US Healthcare ETF IYH Stock Holding History

Provence Wealth Management Group’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 		$7.44K Hold
130
– – ﹤0.01% 326
2023
Q3 		$7.02K Buy
+130
New +$7.26K ﹤0.01% 324

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Provence Wealth Management Group's IYH Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares US Healthcare ETF (IYH) position steady in Q4 2023 at 130 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Provence Wealth Management Group first reported a position in IYH in Q3 2023 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Provence Wealth Management Group held 130 shares of iShares US Healthcare ETF worth $7.44K as of Q4 2023.
  • Provence Wealth Management Group left its iShares US Healthcare ETF share count unchanged in Q4 2023.
  • iShares US Healthcare ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #326 holding.
  • Provence Wealth Management Group first reported a position in iShares US Healthcare ETF in Q3 2023 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.