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V Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

V Wealth 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
Q3 		– Sell
-13,770
Closed -$772K – 240
2023
Q2 		$772K Hold
13,770
– – 0.13% 154
2023
Q1 		$752K Hold
13,770
– – 0.14% 148
2022
Q4 		$781K Sell
13,770
-365
-3% -$20.1K 0.16% 141
2022
Q3 		$715K Buy
14,135
+1,500
+12% +$81K 0.14% 149
2022
Q2 		$680K Hold
12,635
– – 0.13% 178
2022
Q1 		$730K Hold
12,635
– – 0.12% 191
2021
Q4 		$759K Hold
12,635
– – 0.11% 183
2021
Q3 		$697K Sell
12,635
-5
-0% -$286 0.11% 197
2021
Q2 		$687K Sell
12,640
-620
-5% -$32.8K 0.11% 210
2021
Q1 		$669K Hold
13,260
– – 0.12% 192
2020
Q4 		$652K Buy
+13,260
New +$626K 0.13% 176
2020
Q3 		– Sell
-13,150
Closed -$567K – 255
2020
Q2 		$567K Sell
13,150
-330
-2% -$13.9K 0.15% 172
2020
Q1 		$506K Buy
13,480
+290
+2% +$11.9K 0.16% 146
2019
Q4 		$499K Hold
13,190
– – 0.18% 134
2019
Q3 		$499K Hold
13,190
– – 0.18% 134
2019
Q2 		$515K Buy
13,190
+1,490
+13% +$56.4K 0.2% 126
2019
Q1 		$432K Sell
11,700
-700
-6% -$26.6K 0.17% 137
2018
Q4 		$455K Buy
12,400
+1,065
+9% +$40.8K 0.23% 109
2018
Q3 		$460K Buy
11,335
+215
+2% +$8.29K 0.21% 120
2018
Q2 		$415K Buy
11,120
+740
+7% +$26.1K 0.23% 112
2018
Q1 		$352K Buy
10,380
+465
+5% +$16.7K 0.19% 130
2017
Q4 		$364K Buy
9,915
+1,050
+12% +$36.4K 0.18% 131
2017
Q3 		$303K Buy
8,865
+1,740
+24% +$58.6K 0.15% 134
2017
Q2 		$238K Buy
7,125
+570
+9% +$18.2K 0.11% 160
2017
Q1 		$205K Buy
+6,555
New +$200K 0.13% 169

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 $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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 $374B AUM 17.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's IYH Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 13,770 shares — an estimated $772K sold.

V Wealth Advisors first reported a position in IYH in Q1 2017 and held it in 25 quarters. The position peaked at $781K in Q4 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

  • V Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 13,770 iShares US Healthcare ETF shares in Q3 2023, an estimated $772K.
  • V Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2017 and held it in 25 quarters.
  • V Wealth Advisors's iShares US Healthcare ETF position peaked at $781K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.