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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

SNS Financial Group's IYH Position: Q4 2023 in Review

SNS Financial Group sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 4,300 shares — an estimated $233K sold.

SNS Financial Group first reported a position in IYH in Q4 2020 and held it in 12 quarters. The position peaked at $258K in Q4 2021. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

SNS Financial Group reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
SNS Financial Group sold 4,300 iShares US Healthcare ETF shares in Q4 2023, an estimated $233K.
SNS Financial Group first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 12 quarters.
SNS Financial Group's iShares US Healthcare ETF position peaked at $258K in Q4 2021.
479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on SNS Financial Group's 13F filing for Q4 2023, filed 22 Jan 2024.