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Safeguard Financial’s iShares US Healthcare ETF IYH Stock Holding History

Safeguard Financial’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 		– Sell
-375
Closed -$21K – 317
2023
Q2 		$21K Buy
+375
New +$20.8K 0.01% 255

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Financial's IYH Position: Q3 2023 in Review

Safeguard Financial sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 375 shares — an estimated $21K sold.

Safeguard Financial first reported a position in IYH in Q2 2023 and held it in 1 quarter. The position peaked at $21K in Q2 2023. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

  • Safeguard Financial reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 375 iShares US Healthcare ETF shares in Q3 2023, an estimated $21K.
  • Safeguard Financial first reported a position in iShares US Healthcare ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares US Healthcare ETF position peaked at $21K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.