SGC
IYH icon

Slocum, Gordon & Co’s iShares US Healthcare ETF IYH Stock Holding History

Slocum, Gordon & Co’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
-75
Closed -$4.05K – 148
2023
Q3 		$4.05K Buy
+75
New +$4.19K ﹤0.01% 137
2023
Q2 		– Sell
-75
Closed -$4.09K – 137
2023
Q1 		$4.09K Hold
75
– – ﹤0.01% 124
2022
Q4 		$4.25K Buy
+75
New +$4.14K ﹤0.01% 120

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

Slocum, Gordon & Co's IYH Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 75 shares — an estimated $4.05K sold.

Slocum, Gordon & Co first reported a position in IYH in Q4 2022 and held it in 3 quarters. The position peaked at $4.25K in Q4 2022. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Slocum, Gordon & Co reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 75 iShares US Healthcare ETF shares in Q4 2023, an estimated $4.05K.
  • Slocum, Gordon & Co first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 3 quarters.
  • Slocum, Gordon & Co's iShares US Healthcare ETF position peaked at $4.25K in Q4 2022.
  • 480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.