Security Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Security Financial Services’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 Q4	–	Sell	-16,615	Closed	-$897K	–	173
2023 Q3	$897K	Sell	16,615 -2,155	-11%	-$120K	0.25%	72
2023 Q2	$1.05M	Sell	18,770 -765	-4%	-$42.5K	0.3%	62
2023 Q1	$1.07M	Buy	19,535 +3,030	+18%	+$166K	0.32%	56
2022 Q4	$937K	Buy	16,505 +2,685	+19%	+$148K	0.29%	68
2022 Q3	$699K	Sell	13,820 -18,815	-58%	-$1.02M	0.24%	76
2022 Q2	$1.75M	Buy	32,635 +15,875	+95%	+$871K	0.56%	45
2022 Q1	$968K	Buy	+16,760	New	+$936K	0.31%	58

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Security Financial Services's IYH Position: Q4 2023 in Review

Security Financial Services sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 16,615 shares — an estimated $897K sold.

Security Financial Services first reported a position in IYH in Q1 2022 and held it in 7 quarters. The position peaked at $1.75M in Q2 2022. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

Security Financial Services reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Security Financial Services sold 16,615 iShares US Healthcare ETF shares in Q4 2023, an estimated $897K.
Security Financial Services first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 7 quarters.
Security Financial Services's iShares US Healthcare ETF position peaked at $1.75M in Q2 2022.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Security Financial Services's 13F filing for Q4 2023, filed 16 Jan 2024.