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Trek Financial’s iShares US Healthcare ETF IYH Stock Holding History

Trek Financial’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
-24,160
Closed -$1.38M – 412
2023
Q4 		$1.38M Buy
+24,160
New +$1.32M 0.12% 110
2022
Q1 		– Sell
-3,400
Closed -$204K – 252
2021
Q4 		$204K Buy
+3,400
New +$194K 0.02% 200

Other funds holding IYH

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Trek Financial's IYH Position: Q1 2024 in Review

Trek Financial sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 24,160 shares — an estimated $1.38M sold.

Trek Financial first reported a position in IYH in Q4 2021 and held it in 2 quarters. The position peaked at $1.38M in Q4 2023. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

  • Trek Financial reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • Trek Financial sold 24,160 iShares US Healthcare ETF shares in Q1 2024, an estimated $1.38M.
  • Trek Financial first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 2 quarters.
  • Trek Financial's iShares US Healthcare ETF position peaked at $1.38M in Q4 2023.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Trek Financial's 13F filing for Q1 2024, filed 14 May 2024.