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 $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Tradition Wealth Management's IYH Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 1,750 shares — an estimated $100K sold.

Tradition Wealth Management first reported a position in IYH in Q4 2020 and held it in 13 quarters. The position peaked at $141K in Q4 2021. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

Tradition Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,750 iShares US Healthcare ETF shares in Q1 2024, an estimated $100K.
Tradition Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares US Healthcare ETF position peaked at $141K in Q4 2021.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.