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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

TCWP's IYH Position: Q4 2023 in Review

TCWP sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 17,835 shares — an estimated $963K sold.

TCWP first reported a position in IYH in Q4 2021 and held it in 8 quarters. The position peaked at $1.47M in Q1 2022. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • TCWP reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 17,835 iShares US Healthcare ETF shares in Q4 2023, an estimated $963K.
  • TCWP first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 8 quarters.
  • TCWP's iShares US Healthcare ETF position peaked at $1.47M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.