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TrueWealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

TrueWealth Advisors’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 		– Sell
-4,425
Closed -$239K – 204
2023
Q3 		$239K Sell
4,425
-3,430
-44% -$192K 0.1% 160
2023
Q2 		$440K Sell
7,855
-21,140
-73% -$1.17M 0.18% 91
2023
Q1 		$1.58M Sell
28,995
-7,220
-20% -$396K 0.66% 34
2022
Q4 		$2.05M Sell
36,215
-3,095
-8% -$171K 0.9% 24
2022
Q3 		$1.99M Sell
39,310
-270
-0.7% -$14.6K 0.94% 21
2022
Q2 		$2.13M Sell
39,580
-8,460
-18% -$464K 0.99% 22
2022
Q1 		$2.89M Hold
48,040
– – 1.3% 18
2021
Q4 		$2.89M Buy
48,040
+510
+1% +$29.1K 1.3% 18
2021
Q3 		$2.62M Sell
47,530
-4,620
-9% -$264K 1.48% 17
2021
Q2 		$2.85M Buy
52,150
+5,645
+12% +$299K 1.66% 15
2021
Q1 		$2.45M Buy
46,505
+20,700
+80% +$1.04M 1.59% 15
2020
Q4 		$1.32M Buy
+25,805
New +$1.22M 1.13% 29

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

TrueWealth Advisors's IYH Position: Q4 2023 in Review

TrueWealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 4,425 shares — an estimated $239K sold.

TrueWealth Advisors first reported a position in IYH in Q4 2020 and held it in 12 quarters. The position peaked at $2.89M in Q1 2022. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • TrueWealth Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • TrueWealth Advisors sold 4,425 iShares US Healthcare ETF shares in Q4 2023, an estimated $239K.
  • TrueWealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 12 quarters.
  • TrueWealth Advisors's iShares US Healthcare ETF position peaked at $2.89M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on TrueWealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.