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Transform Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Transform Wealth’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
Q3 		– Sell
-9,178
Closed -$562K – 227
2024
Q2 		$562K Sell
9,178
-1,139
-11% -$68.5K 0.04% 141
2024
Q1 		$639K Sell
10,317
-10,538
-51% -$634K 0.06% 136
2023
Q4 		$1.19M Sell
20,855
-4,395
-17% -$239K 0.12% 128
2023
Q3 		$1.37M Buy
25,250
+1,000
+4% +$55.9K 0.14% 114
2023
Q2 		$1.36M Buy
24,250
+980
+4% +$54.5K 0.12% 121
2023
Q1 		$1.27M Buy
23,270
+465
+2% +$25.5K 0.12% 119
2022
Q4 		$1.29M Sell
22,805
-720
-3% -$39.7K 0.15% 115
2022
Q3 		$1.19M Buy
23,525
+705
+3% +$38.1K 0.15% 89
2022
Q2 		$1.23M Buy
22,820
+300
+1% +$16.5K 0.18% 88
2022
Q1 		$1.3M Buy
+22,520
New +$1.26M 0.15% 98
2020
Q4 		– Sell
-13,840
Closed -$629K – 213
2020
Q3 		$629K Buy
13,840
+35
+0.3% +$1.58K 0.1% 131
2020
Q2 		$595K Buy
+13,805
New +$583K 0.1% 138
2019
Q2 		– Sell
-24,655
Closed -$955K – 236
2019
Q1 		$955K Buy
24,655
+11,530
+88% +$438K 0.18% 113
2018
Q4 		$475K Buy
13,125
+195
+2% +$7.47K 0.1% 135
2018
Q3 		$525K Buy
12,930
+875
+7% +$33.8K 0.09% 143
2018
Q2 		$430K Buy
12,055
+650
+6% +$22.9K 0.08% 164
2018
Q1 		$394K Sell
11,405
-95
-0.8% -$3.42K 0.07% 184
2017
Q4 		$401K Buy
11,500
+895
+8% +$31.1K 0.07% 197
2017
Q3 		$365K Buy
+10,605
New +$357K 0.13% 167

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Transform Wealth's IYH Position: Q3 2024 in Review

Transform Wealth sold out of iShares US Healthcare ETF (IYH) in Q3 2024, closing a stake of 9,178 shares — an estimated $562K sold.

Transform Wealth first reported a position in IYH in Q3 2017 and held it in 19 quarters. The position peaked at $1.37M in Q3 2023. 514 funds tracked by Wall St. Rank hold IYH as of Q3 2024.

  • Transform Wealth reported no remaining iShares US Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • Transform Wealth sold 9,178 iShares US Healthcare ETF shares in Q3 2024, an estimated $562K.
  • Transform Wealth first reported a position in iShares US Healthcare ETF in Q3 2017 and held it in 19 quarters.
  • Transform Wealth's iShares US Healthcare ETF position peaked at $1.37M in Q3 2023.
  • 514 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2024.

Based on Transform Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.