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Second Half Financial Partners’s iShares US Healthcare ETF IYH Stock Holding History

Second Half Financial Partners’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
-30,755
Closed -$1.72M – 94
2023
Q2 		$1.72M Buy
+30,755
New +$1.71M 0.39% 73

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

Second Half Financial Partners's IYH Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 30,755 shares — an estimated $1.72M sold.

Second Half Financial Partners first reported a position in IYH in Q2 2023 and held it in 1 quarter. The position peaked at $1.72M in Q2 2023. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 30,755 iShares US Healthcare ETF shares in Q3 2023, an estimated $1.72M.
  • Second Half Financial Partners first reported a position in iShares US Healthcare ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares US Healthcare ETF position peaked at $1.72M in Q2 2023.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.