Sierra Capital’s iShares US Healthcare ETF IYH Stock Holding History

Sierra Capital’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	-5,515	Closed	-$309K	–	185
2023 Q2	$309K	Hold	5,515	–	–	0.05%	155
2023 Q1	$301K	Hold	5,515	–	–	0.05%	156
2022 Q4	$313K	Sell	5,515 -1,050	-16%	-$57.9K	0.05%	156
2022 Q3	$332K	Hold	6,565	–	–	0.06%	140
2022 Q2	$353K	Hold	6,565	–	–	0.06%	150
2022 Q1	$379K	Buy	6,565 +5,515	+525%	+$308K	0.06%	153
2021 Q4	$63K	Hold	1,050	–	–	0.01%	326
2021 Q3	$61K	Hold	1,050	–	–	0.01%	296
2021 Q2	$57K	Sell	1,050 -3,800	-78%	-$201K	0.01%	279
2021 Q1	$245K	Buy	+4,850	New	+$244K	0.05%	162

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sierra Capital's IYH Position: Q3 2023 in Review

Sierra Capital sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 5,515 shares — an estimated $309K sold.

Sierra Capital first reported a position in IYH in Q1 2021 and held it in 10 quarters. The position peaked at $379K in Q1 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Sierra Capital reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Sierra Capital sold 5,515 iShares US Healthcare ETF shares in Q3 2023, an estimated $309K.
Sierra Capital first reported a position in iShares US Healthcare ETF in Q1 2021 and held it in 10 quarters.
Sierra Capital's iShares US Healthcare ETF position peaked at $379K in Q1 2022.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Sierra Capital's 13F filing for Q3 2023, filed 31 Oct 2023.