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United Capital Management of KS’s iShares US Healthcare ETF IYH Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-3,620
Closed -$205K – 86
2022
Q4 		$205K Buy
+3,620
New +$200K 0.08% 80
2022
Q3 		– Sell
-3,890
Closed -$209K – 88
2022
Q2 		$209K Sell
3,890
-100
-3% -$5.49K 0.1% 78
2022
Q1 		$230K Sell
3,990
-730
-15% -$40.8K 0.09% 87
2021
Q4 		$283K Sell
4,720
-625
-12% -$35.7K 0.11% 81
2021
Q3 		$295K Sell
5,345
-80
-1% -$4.58K 0.12% 81
2021
Q2 		$296K Sell
5,425
-515
-9% -$27.3K 0.12% 82
2021
Q1 		$300K Sell
5,940
-640
-10% -$32.2K 0.14% 81
2020
Q4 		$324K Sell
6,580
-1,300
-16% -$61.4K 0.15% 78
2020
Q3 		$358K Sell
7,880
-385
-5% -$17.4K 0.19% 73
2020
Q2 		$357K Sell
8,265
-710
-8% -$30K 0.21% 74
2020
Q1 		$337K Sell
8,975
-895
-9% -$36.8K 0.28% 62
2019
Q4 		$426K Sell
9,870
-1,045
-10% -$42.2K 0.27% 82
2019
Q3 		$411K Buy
10,915
+40
+0.4% +$1.54K 0.3% 78
2019
Q2 		$427K Buy
10,875
+50
+0.5% +$1.89K 0.32% 78
2019
Q1 		$398K Sell
10,825
-55
-0.5% -$2.09K 0.31% 78
2018
Q4 		$393K Buy
10,880
+460
+4% +$17.6K 0.36% 76
2018
Q3 		$416K Buy
+10,420
New +$402K 0.33% 76

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Management of KS's IYH Position: Q1 2023 in Review

United Capital Management of KS sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 3,620 shares — an estimated $205K sold.

United Capital Management of KS first reported a position in IYH in Q3 2018 and held it in 17 quarters. The position peaked at $427K in Q2 2019. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • United Capital Management of KS reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • United Capital Management of KS sold 3,620 iShares US Healthcare ETF shares in Q1 2023, an estimated $205K.
  • United Capital Management of KS first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 17 quarters.
  • United Capital Management of KS's iShares US Healthcare ETF position peaked at $427K in Q2 2019.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on United Capital Management of KS's 13F filing for Q1 2023, filed 27 Apr 2023.