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Surevest’s iShares US Healthcare ETF IYH Stock Holding History

Surevest’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
2022
Q3 		$59K Buy
1,165
+5
+0.4% +$270 0.02% 180
2022
Q2 		$62K Buy
1,160
+105
+10% +$5.76K 0.02% 191
2022
Q1 		$61K Hold
1,055
– – 0.01% 179
2021
Q4 		$63K Buy
+1,055
New +$60.3K 0.01% 171

Other funds holding IYH

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Surevest's IYH Position: Q3 2022 in Review

Surevest increased its iShares US Healthcare ETF (IYH) stake by 0.43% in Q3 2022, buying an estimated $270 and bringing the position to 1,165 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #180.

Surevest first reported a position in IYH in Q4 2021 and has held it in 4 quarters since. The position peaked at $63K in Q4 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

  • Surevest held 1,165 shares of iShares US Healthcare ETF worth $59K as of Q3 2022.
  • Surevest bought 5 iShares US Healthcare ETF shares in Q3 2022, an estimated $270.
  • iShares US Healthcare ETF made up 0.02% of Surevest's portfolio in Q3 2022, its #180 holding.
  • Surevest first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares US Healthcare ETF position peaked at $63K in Q4 2021.
  • 426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.