TAP Consulting’s iShares US Healthcare ETF IYH Stock Holding History

TAP Consulting’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 Q2	–	Sell	-13,895	Closed	-$759K	–	142
2023 Q1	$759K	Buy	+13,895	New	+$762K	0.19%	92

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TAP Consulting's IYH Position: Q2 2023 in Review

TAP Consulting sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 13,895 shares — an estimated $759K sold.

TAP Consulting first reported a position in IYH in Q1 2023 and held it in 1 quarter. The position peaked at $759K in Q1 2023. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

TAP Consulting reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
TAP Consulting sold 13,895 iShares US Healthcare ETF shares in Q2 2023, an estimated $759K.
TAP Consulting first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 1 quarter.
TAP Consulting's iShares US Healthcare ETF position peaked at $759K in Q1 2023.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on TAP Consulting's 13F filing for Q2 2023, filed 19 Jul 2023.