Strategic Blueprint’s iShares US Healthcare ETF IYH Stock Holding History

Strategic Blueprint’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	-12,620	Closed	-$682K	–	577
2023 Q3	$682K	Buy	12,620 +1,445	+13%	+$80.8K	0.06%	279
2023 Q2	$626K	Buy	11,175 +1,900	+20%	+$106K	0.06%	271
2023 Q1	$507K	Buy	9,275 +3,520	+61%	+$193K	0.05%	305
2022 Q4	$327K	Buy	+5,755	New	+$318K	0.04%	373
2021 Q3	–	Sell	-1,625	Closed	-$89K	–	865
2021 Q2	$89K	Buy	+1,625	New	+$86K	0.01%	522
2019 Q4	–	Sell	-625	Closed	-$24K	–	269
2019 Q3	$24K	Buy	+625	New	+$24.1K	0.02%	216

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

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

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 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

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

Strategic Blueprint's IYH Position: Q4 2023 in Review

Strategic Blueprint sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 12,620 shares — an estimated $682K sold.

Strategic Blueprint first reported a position in IYH in Q3 2019 and held it in 6 quarters. The position peaked at $682K in Q3 2023. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

Strategic Blueprint reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Strategic Blueprint sold 12,620 iShares US Healthcare ETF shares in Q4 2023, an estimated $682K.
Strategic Blueprint first reported a position in iShares US Healthcare ETF in Q3 2019 and held it in 6 quarters.
Strategic Blueprint's iShares US Healthcare ETF position peaked at $682K in Q3 2023.
480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Strategic Blueprint's 13F filing for Q4 2023, filed 25 Jan 2024.