SNS Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

SNS Financial Group’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	-4,300	Closed	-$233K	–	194
2023 Q3	$233K	Hold	4,300	–	–	0.03%	161
2023 Q2	$241K	Hold	4,300	–	–	0.03%	161
2023 Q1	$235K	Hold	4,300	–	–	0.03%	165
2022 Q4	$244K	Hold	4,300	–	–	0.03%	171
2022 Q3	$218K	Hold	4,300	–	–	0.03%	165
2022 Q2	$231K	Hold	4,300	–	–	0.03%	162
2022 Q1	$248K	Hold	4,300	–	–	0.03%	175
2021 Q4	$258K	Hold	4,300	–	–	0.03%	190
2021 Q3	$237K	Hold	4,300	–	–	0.03%	185
2021 Q2	$235K	Hold	4,300	–	–	0.03%	184
2021 Q1	$217K	Hold	4,300	–	–	0.03%	188
2020 Q4	$211K	Buy	+4,300	New	+$203K	0.03%	184

Other funds holding IYH

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 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 San Diego, California $377B AUM 19.32% 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

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

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return