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 New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return