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Raleigh Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Raleigh Capital 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
2024
Q1 		– Sell
-55
Closed -$3.18K – 1079
2023
Q4 		$3.18K Hold
55
– – ﹤0.01% 815
2023
Q3 		$2.99K Hold
55
– – ﹤0.01% 749
2023
Q2 		$3.1K Sell
55
-600
-92% -$33.3K ﹤0.01% 704
2023
Q1 		$35.8K Buy
655
+580
+773% +$31.8K 0.02% 289
2022
Q4 		$4.27K Hold
75
– – ﹤0.01% 570
2022
Q3 		$4K Hold
75
– – ﹤0.01% 534
2022
Q2 		$4K Hold
75
– – ﹤0.01% 472
2022
Q1 		$4K Buy
+75
New +$4.19K ﹤0.01% 485

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Raleigh Capital Management's IYH Position: Q1 2024 in Review

Raleigh Capital Management sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 55 shares — an estimated $3.18K sold.

Raleigh Capital Management first reported a position in IYH in Q1 2022 and held it in 8 quarters. The position peaked at $35.8K in Q1 2023. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

  • Raleigh Capital Management reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 55 iShares US Healthcare ETF shares in Q1 2024, an estimated $3.18K.
  • Raleigh Capital Management first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 8 quarters.
  • Raleigh Capital Management's iShares US Healthcare ETF position peaked at $35.8K in Q1 2023.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.