Tradition Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Tradition Wealth Management’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
2024 Q1	–	Sell	-1,750	Closed	-$100K	–	803
2023 Q4	$100K	Hold	1,750	–	–	0.01%	473
2023 Q3	$95K	Sell	1,750 -600	-26%	-$33.5K	0.01%	451
2023 Q2	$132K	Hold	2,350	–	–	0.02%	394
2023 Q1	$128K	Hold	2,350	–	–	0.02%	371
2022 Q4	$133K	Hold	2,350	–	–	0.02%	317
2022 Q3	$119K	Hold	2,350	–	–	0.02%	333
2022 Q2	$126K	Hold	2,350	–	–	0.02%	324
2022 Q1	$136K	Hold	2,350	–	–	0.02%	347
2021 Q4	$141K	Hold	2,350	–	–	0.02%	344
2021 Q3	$130K	Hold	2,350	–	–	0.02%	327
2021 Q2	$128K	Hold	2,350	–	–	0.02%	348
2021 Q1	$119K	Hold	2,350	–	–	0.02%	301
2020 Q4	$116K	Buy	+2,350	New	+$111K	0.02%	285

Other funds holding IYH

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return