SFS
IYH icon

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

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UBS Group
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Northwestern Mutual Wealth Management
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LPL Financial
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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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return