ShoreHaven Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

ShoreHaven Wealth 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
2024 Q4	–	Sell	-5,033	Closed	-$327K	–	94
2024 Q3	$327K	Hold	5,033	–	–	0.16%	65
2024 Q2	$308K	Sell	5,033 -82	-2%	-$4.93K	0.16%	65
2024 Q1	$317K	Sell	5,115 -530	-9%	-$31.9K	0.17%	65
2023 Q4	$323K	Sell	5,645 -8,060	-59%	-$439K	0.2%	60
2023 Q3	$740K	Sell	13,705 -2,740	-17%	-$153K	0.51%	39
2023 Q2	$922K	Buy	16,445 +1,535	+10%	+$85.3K	0.62%	33
2023 Q1	$814K	Sell	14,910 -2,035	-12%	-$112K	0.57%	35
2022 Q4	$962K	Buy	16,945 +865	+5%	+$47.7K	0.68%	39
2022 Q3	$813K	Buy	16,080 +1,990	+14%	+$107K	0.62%	39
2022 Q2	$757K	Buy	+14,090	New	+$774K	0.54%	42

Other funds holding IYH

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return