Stratos Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Stratos Wealth Advisors’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	-4,260	Closed	-$239K	–	695
2023 Q2	$239K	Buy	+4,260	New	+$237K	0.02%	566
2023 Q1	–	Sell	-4,140	Closed	-$235K	–	620
2022 Q4	$235K	Buy	+4,140	New	+$228K	0.02%	516

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stratos Wealth Advisors's IYH Position: Q3 2023 in Review

Stratos Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 4,260 shares — an estimated $239K sold.

Stratos Wealth Advisors first reported a position in IYH in Q4 2022 and held it in 2 quarters. The position peaked at $239K in Q2 2023. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Stratos Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 4,260 iShares US Healthcare ETF shares in Q3 2023, an estimated $239K.
Stratos Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 2 quarters.
Stratos Wealth Advisors's iShares US Healthcare ETF position peaked at $239K in Q2 2023.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Stratos Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.