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

Sheets Smith 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
2023
Q4 		– Sell
-1,430
Closed -$77.2K – 432
2023
Q3 		$77.2K Buy
+1,430
New +$79.9K 0.01% 366

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Sheets Smith Wealth Management's IYH Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 1,430 shares — an estimated $77.2K sold.

Sheets Smith Wealth Management first reported a position in IYH in Q3 2023 and held it in 1 quarter. The position peaked at $77.2K in Q3 2023. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,430 iShares US Healthcare ETF shares in Q4 2023, an estimated $77.2K.
  • Sheets Smith Wealth Management first reported a position in iShares US Healthcare ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares US Healthcare ETF position peaked at $77.2K in Q3 2023.
  • 480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.