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Telemus Capital’s iShares US Healthcare ETF IYH Stock Holding History

Telemus Capital’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 		$501K Sell
8,755
-2,245
-20% -$122K 0.04% 240
2023
Q3 		$594K Buy
11,000
+300
+3% +$16.8K 0.06% 198
2023
Q2 		$600K Sell
10,700
-150
-1% -$8.34K 0.05% 204
2023
Q1 		$593K Hold
10,850
– – 0.05% 206
2022
Q4 		$615K Hold
10,850
– – 0.06% 210
2022
Q3 		$549K Sell
10,850
-4,075
-27% -$220K 0.06% 201
2022
Q2 		$803K Buy
14,925
+25
+0.2% +$1.37K 0.08% 199
2022
Q1 		$861K Buy
14,900
+325
+2% +$18.1K 0.08% 181
2021
Q4 		$876K Buy
14,575
+125
+0.9% +$7.14K 0.07% 189
2021
Q3 		$797K Buy
14,450
+250
+2% +$14.3K 0.07% 195
2021
Q2 		$775K Buy
14,200
+500
+4% +$26.5K 0.06% 208
2021
Q1 		$695K Buy
13,700
+1,575
+13% +$79.2K 0.05% 240
2020
Q4 		$596K Buy
12,125
+2,250
+23% +$106K 0.04% 242
2020
Q3 		$461K Sell
9,875
-1,420
-13% -$64.3K 0.03% 312
2020
Q2 		$492K Hold
11,295
– – 0.04% 278
2020
Q1 		$498K Sell
11,295
-5,230
-32% -$215K 0.04% 250
2019
Q4 		$713K Hold
16,525
– – 0.06% 210
2019
Q3 		$625K Hold
16,525
– – 0.05% 217
2019
Q2 		$620K Sell
16,525
-800
-5% -$30.3K 0.05% 209
2019
Q1 		$671K Hold
17,325
– – 0.05% 237
2018
Q4 		$627K Hold
17,325
– – 0.05% 238
2018
Q3 		$703K Hold
17,325
– – 0.05% 251
2018
Q2 		$617K Buy
+17,325
New +$611K 0.05% 265
2018
Q1 		– Sell
-900
Closed -$31K – 481
2017
Q4 		$31K Buy
+900
New +$31.2K ﹤0.01% 439

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

Telemus Capital's IYH Position: Q4 2023 in Review

Telemus Capital reduced its iShares US Healthcare ETF (IYH) stake by 20% in Q4 2023, selling an estimated $122K and leaving 8,755 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #240.

Telemus Capital first reported a position in IYH in Q4 2017 and has held it in 24 quarters since. The position peaked at $876K in Q4 2021. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Telemus Capital held 8,755 shares of iShares US Healthcare ETF worth $501K as of Q4 2023.
  • Telemus Capital sold 2,245 iShares US Healthcare ETF shares in Q4 2023, an estimated $122K.
  • iShares US Healthcare ETF made up 0.04% of Telemus Capital's portfolio in Q4 2023, its #240 holding.
  • Telemus Capital first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 24 quarters since.
  • Telemus Capital's iShares US Healthcare ETF position peaked at $876K in Q4 2021.
  • 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.