SeaCrest Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

SeaCrest Wealth Management’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 Q1	–	Sell	-3,920	Closed	-$228K	–	638
2023 Q4	$228K	Sell	3,920 -60	-2%	-$3.27K	0.03%	539
2023 Q3	$215K	Hold	3,980	–	–	0.03%	543
2023 Q2	$223K	Buy	3,980 +5	+0.1%	+$278	0.03%	546
2023 Q1	$217K	Buy	3,975 +85	+2%	+$4.66K	0.03%	561
2022 Q4	$221K	Buy	+3,890	New	+$215K	0.03%	527
2022 Q3	–	Sell	-3,880	Closed	-$209K	–	1070
2022 Q2	$209K	Buy	3,880 +5	+0.1%	+$274	0.03%	589
2022 Q1	$224K	Buy	+3,875	New	+$216K	0.03%	617
2019 Q2	–	Sell	-4,005	Closed	-$155K	–	1190
2019 Q1	$155K	Buy	4,005 +20	+0.5%	+$760	0.03%	546
2018 Q4	$144K	Buy	3,985 +10	+0.3%	+$383	0.03%	532
2018 Q3	$161K	Buy	3,975 +5	+0.1%	+$193	0.03%	580
2018 Q2	$141K	Hold	3,970	–	–	0.03%	610
2018 Q1	$137K	Buy	3,970 +5	+0.1%	+$180	0.03%	607
2017 Q4	$138K	Buy	+3,965	New	+$138K	0.03%	603

Other funds holding IYH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

SeaCrest Wealth Management's IYH Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 3,920 shares — an estimated $228K sold.

SeaCrest Wealth Management first reported a position in IYH in Q4 2017 and held it in 13 quarters. The position peaked at $228K in Q4 2023. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

SeaCrest Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 3,920 iShares US Healthcare ETF shares in Q1 2024, an estimated $228K.
SeaCrest Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 13 quarters.
SeaCrest Wealth Management's iShares US Healthcare ETF position peaked at $228K in Q4 2023.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.