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Salomon & Ludwin’s iShares US Healthcare ETF IYH Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-1,000
Closed -$61.9K – 782
2024
Q1 		$61.9K Hold
1,000
– – 0.01% 328
2023
Q4 		$54K Hold
1,000
– – 0.01% 301
2023
Q3 		$54K Buy
+1,000
New +$55.9K 0.01% 301

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's IYH Position: Q2 2024 in Review

Salomon & Ludwin sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 1,000 shares — an estimated $61.9K sold.

Salomon & Ludwin first reported a position in IYH in Q3 2023 and held it in 3 quarters. The position peaked at $61.9K in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Salomon & Ludwin reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 1,000 iShares US Healthcare ETF shares in Q2 2024, an estimated $61.9K.
  • Salomon & Ludwin first reported a position in iShares US Healthcare ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's iShares US Healthcare ETF position peaked at $61.9K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.