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Raymond James Financial Services Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Raymond James Financial Services Advisors’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 		$21.3M Sell
327,426
-336
-0.1% -$21.5K 0.03% 523
2024
Q2 		$20.1M Sell
327,762
-144,548
-31% -$8.7M 0.03% 508
2024
Q1 		$29.2M Buy
472,310
+128,915
+38% +$7.75M 0.04% 386
2023
Q4 		$19.7M Sell
343,395
-174,175
-34% -$9.48M 0.03% 495
2023
Q3 		$28M Buy
517,570
+147,575
+40% +$8.25M 0.05% 352
2023
Q2 		$20.7M Sell
369,995
-18,385
-5% -$1.02M 0.04% 456
2023
Q1 		$21.2M Sell
388,380
-11,060
-3% -$607K 0.04% 430
2022
Q4 		$22.7M Sell
399,440
-74,840
-16% -$4.13M 0.05% 390
2022
Q3 		$24M Sell
474,280
-16,955
-3% -$916K 0.05% 342
2022
Q2 		$26.4M Buy
491,235
+43,555
+10% +$2.39M 0.06% 329
2022
Q1 		$25.9M Buy
447,680
+310
+0.1% +$17.3K 0.05% 365
2021
Q4 		$26.9M Buy
447,370
+2,000
+0.4% +$114K 0.05% 361
2021
Q3 		$24.6M Buy
445,370
+17,305
+4% +$990K 0.05% 362
2021
Q2 		$23.4M Sell
428,065
-30,540
-7% -$1.62M 0.05% 386
2021
Q1 		$23.2M Sell
458,605
-25,775
-5% -$1.3M 0.05% 351
2020
Q4 		$23.8M Sell
484,380
-27,660
-5% -$1.31M 0.06% 311
2020
Q3 		$23.3M Buy
512,040
+49,780
+11% +$2.25M 0.07% 285
2020
Q2 		$19.9M Sell
462,260
-165
-0% -$6.96K 0.06% 300
2020
Q1 		$17.4M Buy
462,425
+77,360
+20% +$3.18M 0.08% 239
2019
Q4 		$16.6M Buy
385,065
+40,970
+12% +$1.65M 0.05% 362
2019
Q3 		$13M Buy
344,095
+35,235
+11% +$1.36M 0.05% 405
2019
Q2 		$12.1M Buy
308,860
+4,180
+1% +$158K 0.05% 405
2019
Q1 		$11.8M Buy
304,680
+43,045
+16% +$1.64M 0.05% 380
2018
Q4 		$9.46M Buy
261,635
+65,655
+34% +$2.52M 0.05% 364
2018
Q3 		$7.95M Buy
195,980
+83,695
+75% +$3.23M 0.04% 487
2018
Q2 		$4M Sell
112,285
-2,300
-2% -$81.1K 0.02% 693
2018
Q1 		$3.96M Sell
114,585
-27,160
-19% -$977K 0.02% 643
2017
Q4 		$4.94M Sell
141,745
-89,755
-39% -$3.12M 0.03% 541
2017
Q3 		$7.96M Buy
231,500
+48,475
+26% +$1.63M 0.05% 398
2017
Q2 		$6.09M Sell
183,025
-54,060
-23% -$1.73M 0.04% 439
2017
Q1 		$7.38M Buy
237,085
+117,540
+98% +$3.59M 0.06% 368
2016
Q4 		$3.45M Buy
119,545
+2,730
+2% +$79.1K 0.03% 558
2016
Q3 		$3.51M Sell
116,815
-4,680
-4% -$143K 0.03% 537
2016
Q2 		$3.6M Sell
121,495
-47,080
-28% -$1.38M 0.03% 511
2016
Q1 		$4.74M Buy
168,575
+17,685
+12% +$490K 0.05% 362
2015
Q4 		$4.53M Buy
150,890
+26,130
+21% +$777K 0.05% 388
2015
Q3 		$3.49M Buy
+124,760
New +$3.88M 0.06% 368
2015
Q2 		– Sell
-132,595
Closed -$4.09M – 708
2015
Q1 		$4.09M Buy
+132,595
New +$4M 0.2% 133
2013
Q3 		– Sell
-58,625
Closed -$1.18M – 718
2013
Q2 		$1.18M Buy
+58,625
New +$1.18M 0.03% 564

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 Financial Services Advisors's IYH Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.1% in Q3 2024, selling an estimated $21.5K and leaving 327,426 shares worth $21.3M. The position accounts for 0.03% of the portfolio, ranked #523.

Raymond James Financial Services Advisors first reported a position in IYH in Q2 2013 and has held it in 39 quarters since. The position peaked at $29.2M in Q1 2024. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • Raymond James Financial Services Advisors held 327,426 shares of iShares US Healthcare ETF worth $21.3M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 336 iShares US Healthcare ETF shares in Q3 2024, an estimated $21.5K.
  • iShares US Healthcare ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #523 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's iShares US Healthcare ETF position peaked at $29.2M in Q1 2024.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.