Ropes Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Ropes Wealth 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
2023 Q3	$263K	Hold	4,875	–	–	0.05%	226
2023 Q2	$273K	Hold	4,875	–	–	0.05%	232
2023 Q1	$266K	Hold	4,875	–	–	0.05%	236
2022 Q4	$277K	Hold	4,875	–	–	0.05%	226
2022 Q3	$247K	Hold	4,875	–	–	0.05%	219
2022 Q2	$262K	Hold	4,875	–	–	0.05%	229
2022 Q1	$282K	Hold	4,875	–	–	0.05%	248
2021 Q4	$293K	Hold	4,875	–	–	0.05%	224
2021 Q3	$269K	Hold	4,875	–	–	0.04%	242
2021 Q2	$266K	Hold	4,875	–	–	0.04%	239
2021 Q1	$257K	Hold	4,875	–	–	0.05%	218
2020 Q4	$240K	Buy	4,875 +4,790	+5,635%	+$226K	0.04%	210
2020 Q3	$4K	Buy	+85	New	+$3.85K	﹤0.01%	569

Other funds holding IYH

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ropes Wealth Advisors's IYH Position: Q3 2023 in Review

Ropes Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q3 2023 at 4,875 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #226.

Ropes Wealth Advisors first reported a position in IYH in Q3 2020 and has held it in 13 quarters since. The position peaked at $293K in Q4 2021. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Ropes Wealth Advisors held 4,875 shares of iShares US Healthcare ETF worth $263K as of Q3 2023.
Ropes Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q3 2023.
iShares US Healthcare ETF made up 0.05% of Ropes Wealth Advisors's portfolio in Q3 2023, its #226 holding.
Ropes Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2020 and has held it in 13 quarters since.
Ropes Wealth Advisors's iShares US Healthcare ETF position peaked at $293K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.