T
IYH icon

TCWP’s iShares US Healthcare ETF IYH Stock Holding History

TCWP’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
-17,835
Closed -$963K – 76
2023
Q3 		$963K Sell
17,835
-180
-1% -$10.1K 0.73% 42
2023
Q2 		$1.01M Buy
18,015
+40
+0.2% +$2.22K 0.22% 86
2023
Q1 		$982K Buy
17,975
+2,885
+19% +$158K 0.19% 102
2022
Q4 		$856K Sell
15,090
-2,300
-13% -$127K 0.17% 108
2022
Q3 		$879K Sell
17,390
-9,665
-36% -$522K 0.19% 104
2022
Q2 		$1.46M Buy
27,055
+1,595
+6% +$87.6K 0.31% 83
2022
Q1 		$1.47M Buy
25,460
+17,395
+216% +$971K 0.27% 87
2021
Q4 		$484K Buy
+8,065
New +$461K 0.1% 149

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return