Strengthening Families & Communities LLC’s iShares US Healthcare ETF IYH Stock Holding History

Strengthening Families & Communities LLC’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	-105	Closed	-$6K	–	431
2023 Q2	$6K	Sell	105 -75	-42%	-$4.17K	﹤0.01%	361
2023 Q1	$10	Hold	180	–	–	﹤0.01%	258
2022 Q4	$10K	Hold	180	–	–	0.01%	235
2022 Q3	$9K	Sell	180 -85	-32%	-$4.59K	﹤0.01%	356
2022 Q2	$15K	Hold	265	–	–	0.01%	201
2022 Q1	$15K	Hold	265	–	–	0.01%	199
2021 Q4	$2	Buy	+265	New	+$15.1K	﹤0.01%	256

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Strengthening Families & Communities LLC's IYH Position: Q3 2023 in Review

Strengthening Families & Communities LLC sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 105 shares — an estimated $6K sold.

Strengthening Families & Communities LLC first reported a position in IYH in Q4 2021 and held it in 7 quarters. The position peaked at $15K in Q2 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Strengthening Families & Communities LLC reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Strengthening Families & Communities LLC sold 105 iShares US Healthcare ETF shares in Q3 2023, an estimated $6K.
Strengthening Families & Communities LLC first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 7 quarters.
Strengthening Families & Communities LLC's iShares US Healthcare ETF position peaked at $15K in Q2 2022.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2023, filed 30 Oct 2023.