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

Raymond James Trust’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 		$578K Buy
8,890
+13
+0.1% +$831 0.01% 715
2024
Q2 		$544K Sell
8,877
-428
-5% -$25.7K 0.01% 694
2024
Q1 		$576K Buy
9,305
+310
+3% +$18.6K 0.01% 656
2023
Q4 		$515K Buy
8,995
+180
+2% +$9.8K 0.01% 679
2023
Q3 		$476K Sell
8,815
-1,040
-11% -$58.1K 0.01% 661
2023
Q2 		$552K Buy
9,855
+1,575
+19% +$87.5K 0.02% 623
2023
Q1 		$452K Buy
8,280
+1,245
+18% +$68.3K 0.01% 670
2022
Q4 		$399K Sell
7,035
-560
-7% -$30.9K 0.01% 696
2022
Q3 		$385K Hold
7,595
– – 0.01% 682
2022
Q2 		$408K Sell
7,595
-170
-2% -$9.33K 0.01% 656
2022
Q1 		$449K Buy
7,765
+45
+0.6% +$2.51K 0.01% 681
2021
Q4 		$464K Buy
7,720
+970
+14% +$55.4K 0.01% 675
2021
Q3 		$373K Sell
6,750
-1,030
-13% -$58.9K 0.01% 745
2021
Q2 		$424K Sell
7,780
-2,215
-22% -$117K 0.01% 685
2021
Q1 		$504K Hold
9,995
– – 0.02% 589
2020
Q4 		$491K Buy
9,995
+2,625
+36% +$124K 0.02% 545
2020
Q3 		$335K Hold
7,370
– – 0.01% 649
2020
Q2 		$318K Sell
7,370
-10
-0.1% -$422 0.02% 635
2020
Q1 		$277K Sell
7,380
-420
-5% -$17.3K 0.02% 573
2019
Q4 		$337K Sell
7,800
-800
-9% -$32.3K 0.02% 622
2019
Q3 		$325K Buy
8,600
+2,060
+31% +$79.3K 0.02% 621
2019
Q2 		$255K Buy
6,540
+190
+3% +$7.19K 0.01% 707
2019
Q1 		$246K Hold
6,350
– – 0.01% 688
2018
Q4 		$230K Buy
6,350
+1,265
+25% +$48.5K 0.01% 674
2018
Q3 		$207K Buy
+5,085
New +$196K 0.01% 795

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 Trust's IYH Position: Q3 2024 in Review

Raymond James Trust increased its iShares US Healthcare ETF (IYH) stake by 0.15% in Q3 2024, buying an estimated $831 and bringing the position to 8,890 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #715.

Raymond James Trust first reported a position in IYH in Q3 2018 and has held it in 25 quarters since. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • Raymond James Trust held 8,890 shares of iShares US Healthcare ETF worth $578K as of Q3 2024.
  • Raymond James Trust bought 13 iShares US Healthcare ETF shares in Q3 2024, an estimated $831.
  • iShares US Healthcare ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #715 holding.
  • Raymond James Trust first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 25 quarters since.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.