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Raymond James & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Raymond James & Associates’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
Q3 		$26.8M Sell
413,046
-14,722
-3% -$941K 0.02% 675
2024
Q2 		$26.2M Sell
427,768
-39,707
-8% -$2.39M 0.02% 649
2024
Q1 		$28.9M Buy
467,475
+19,110
+4% +$1.15M 0.02% 607
2023
Q4 		$25.7M Sell
448,365
-41,905
-9% -$2.28M 0.02% 632
2023
Q3 		$26.5M Buy
490,270
+14,155
+3% +$791K 0.02% 573
2023
Q2 		$26.7M Sell
476,115
-26,840
-5% -$1.49M 0.02% 579
2023
Q1 		$27.5M Buy
502,955
+2,995
+0.6% +$164K 0.02% 556
2022
Q4 		$28.4M Buy
499,960
+42,195
+9% +$2.33M 0.03% 518
2022
Q3 		$23.2M Buy
457,765
+33,115
+8% +$1.79M 0.02% 559
2022
Q2 		$22.8M Buy
424,650
+70,835
+20% +$3.89M 0.02% 574
2022
Q1 		$20.4M Sell
353,815
-66,640
-16% -$3.72M 0.02% 697
2021
Q4 		$25.3M Buy
420,455
+90,545
+27% +$5.17M 0.02% 634
2021
Q3 		$18.2M Buy
329,910
+2,565
+0.8% +$147K 0.02% 762
2021
Q2 		$17.9M Sell
327,345
-50,830
-13% -$2.69M 0.02% 771
2021
Q1 		$19.1M Buy
378,175
+50,230
+15% +$2.53M 0.02% 689
2020
Q4 		$16.1M Buy
327,945
+16,750
+5% +$791K 0.02% 718
2020
Q3 		$14.1M Sell
311,195
-64,960
-17% -$2.94M 0.02% 690
2020
Q2 		$16.2M Buy
376,155
+18,815
+5% +$794K 0.02% 607
2020
Q1 		$13.4M Buy
357,340
+9,125
+3% +$375K 0.02% 614
2019
Q4 		$15M Buy
348,215
+15,120
+5% +$611K 0.02% 704
2019
Q3 		$12.6M Sell
333,095
-890
-0.3% -$34.3K 0.02% 749
2019
Q2 		$13M Sell
333,985
-30,965
-8% -$1.17M 0.02% 725
2019
Q1 		$14.1M Sell
364,950
-90,220
-20% -$3.43M 0.02% 655
2018
Q4 		$16.5M Buy
455,170
+178,515
+65% +$6.84M 0.03% 546
2018
Q3 		$11.2M Buy
276,655
+15,155
+6% +$585K 0.02% 776
2018
Q2 		$9.32M Sell
261,500
-4,490
-2% -$158K 0.02% 850
2018
Q1 		$9.18M Buy
265,990
+31,875
+14% +$1.15M 0.02% 823
2017
Q4 		$8.16M Buy
234,115
+78,950
+51% +$2.74M 0.02% 873
2017
Q3 		$5.33M Buy
155,165
+36,490
+31% +$1.23M 0.01% 1050
2017
Q2 		$3.95M Buy
118,675
+490
+0.4% +$15.7K 0.01% 1147
2017
Q1 		$3.68M Sell
118,185
-68,685
-37% -$2.1M 0.01% 1172
2016
Q4 		$5.39M Buy
186,870
+93,665
+100% +$2.71M 0.01% 951
2016
Q3 		$2.8M Sell
93,205
-3,760
-4% -$115K 0.01% 1268
2016
Q2 		$2.88M Sell
96,965
-11,250
-10% -$329K 0.01% 1129
2016
Q1 		$3.04M Buy
108,215
+17,345
+19% +$480K 0.01% 1071
2015
Q4 		$2.73M Sell
90,870
-12,460
-12% -$370K 0.01% 1092
2015
Q3 		$2.89M Sell
103,330
-8,090
-7% -$252K 0.01% 1020
2015
Q2 		$3.54M Sell
111,420
-117,615
-51% -$3.7M 0.01% 998
2015
Q1 		$7.07M Buy
229,035
+170,965
+294% +$5.16M 0.03% 590
2014
Q4 		$1.67M Sell
58,070
-136,810
-70% -$3.85M 0.01% 1264
2014
Q3 		$5.24M Buy
194,880
+67,445
+53% +$1.78M 0.03% 606
2014
Q2 		$3.27M Sell
127,435
-19,230
-13% -$475K 0.02% 838
2014
Q1 		$3.61M Buy
146,665
+37,125
+34% +$903K 0.02% 710
2013
Q4 		$2.55M Buy
+109,540
New +$2.46M 0.02% 816

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Raymond James & Associates's IYH Position: Q3 2024 in Review

Raymond James & Associates reduced its iShares US Healthcare ETF (IYH) stake by 3.4% in Q3 2024, selling an estimated $941K and leaving 413,046 shares worth $26.8M. The position accounts for 0.02% of the portfolio, ranked #675.

Raymond James & Associates first reported a position in IYH in Q4 2013 and has held it in 44 quarters since. The position peaked at $28.9M in Q1 2024. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • Raymond James & Associates held 413,046 shares of iShares US Healthcare ETF worth $26.8M as of Q3 2024.
  • Raymond James & Associates sold 14,722 iShares US Healthcare ETF shares in Q3 2024, an estimated $941K.
  • iShares US Healthcare ETF made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #675 holding.
  • Raymond James & Associates first reported a position in iShares US Healthcare ETF in Q4 2013 and has held it in 44 quarters since.
  • Raymond James & Associates's iShares US Healthcare ETF position peaked at $28.9M in Q1 2024.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.