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Quadrant Private Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Quadrant Private Wealth Management’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
Q3 		– Sell
-4,525
Closed -$254K – 234
2023
Q2 		$254K Buy
4,525
+495
+12% +$27.5K 0.07% 206
2023
Q1 		$220K Buy
+4,030
New +$221K 0.07% 222

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Quadrant Private Wealth Management's IYH Position: Q3 2023 in Review

Quadrant Private Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 4,525 shares — an estimated $254K sold.

Quadrant Private Wealth Management first reported a position in IYH in Q1 2023 and held it in 2 quarters. The position peaked at $254K in Q2 2023. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

  • Quadrant Private Wealth Management reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 4,525 iShares US Healthcare ETF shares in Q3 2023, an estimated $254K.
  • Quadrant Private Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 2 quarters.
  • Quadrant Private Wealth Management's iShares US Healthcare ETF position peaked at $254K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.