Prudential Financial
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Prudential Financial’s iShares US Healthcare ETF IYH Stock Holding History

Prudential Financial’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
-14,440
Closed -$780K – 2678
2023
Q3 		$780K Buy
14,440
+1,030
+8% +$57.6K ﹤0.01% 1882
2023
Q2 		$752K Sell
13,410
-1,010
-7% -$56.1K ﹤0.01% 1942
2023
Q1 		$785K Buy
14,420
+2,045
+17% +$112K ﹤0.01% 1865
2022
Q4 		$702K Sell
12,375
-229,340
-95% -$12.7M ﹤0.01% 1869
2022
Q3 		$12.4M Buy
241,715
+37,905
+19% +$2.05M 0.02% 569
2022
Q2 		$11M Buy
203,810
+30,400
+18% +$1.67M 0.02% 635
2022
Q1 		$10M Sell
173,410
-3,213,100
-95% -$179M 0.01% 721
2021
Q4 		$203M Buy
+3,386,510
New +$194M 0.25% 76
2021
Q2 		– Sell
-7,050
Closed -$356K – 2594
2021
Q1 		$356K Sell
7,050
-5,455
-44% -$274K ﹤0.01% 2234
2020
Q4 		$615K Sell
12,505
-7,045
-36% -$332K ﹤0.01% 1977
2020
Q3 		$888K Buy
19,550
+11,075
+131% +$501K ﹤0.01% 1695
2020
Q2 		$366K Buy
+8,475
New +$358K ﹤0.01% 2037
2020
Q1 		– Sell
-6,285
Closed -$271K – 2403
2019
Q4 		$271K Sell
6,285
-2,005
-24% -$81K ﹤0.01% 2234
2019
Q3 		$313K Sell
8,290
-1,975
-19% -$76K ﹤0.01% 2188
2019
Q2 		$401K Sell
10,265
-18,840
-65% -$713K ﹤0.01% 2152
2019
Q1 		$1.13M Sell
29,105
-10,915
-27% -$415K ﹤0.01% 1832
2018
Q4 		$1.45M Buy
40,020
+25,090
+168% +$961K ﹤0.01% 1674
2018
Q3 		$606K Buy
+14,930
New +$576K ﹤0.01% 1999

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 $377B AUM 19.32% 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

Prudential Financial's IYH Position: Q4 2023 in Review

Prudential Financial sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 14,440 shares — an estimated $780K sold.

Prudential Financial first reported a position in IYH in Q3 2018 and held it in 18 quarters. The position peaked at $203M in Q4 2021. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Prudential Financial reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Prudential Financial sold 14,440 iShares US Healthcare ETF shares in Q4 2023, an estimated $780K.
  • Prudential Financial first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 18 quarters.
  • Prudential Financial's iShares US Healthcare ETF position peaked at $203M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Prudential Financial's 13F filing for Q4 2023, filed 13 Feb 2024.