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Venturi Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Venturi Wealth Management’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
-95
Closed -$5.13K – 1391
2023
Q3 		$5.13K Hold
95
– – ﹤0.01% 974
2023
Q2 		$5.33K Hold
95
– – ﹤0.01% 745
2023
Q1 		$5.19K Buy
+95
New +$5.21K ﹤0.01% 818

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

Venturi Wealth Management's IYH Position: Q4 2023 in Review

Venturi Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q4 2023, closing a stake of 95 shares — an estimated $5.13K sold.

Venturi Wealth Management first reported a position in IYH in Q1 2023 and held it in 3 quarters. The position peaked at $5.33K in Q2 2023. 479 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

  • Venturi Wealth Management reported no remaining iShares US Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 95 iShares US Healthcare ETF shares in Q4 2023, an estimated $5.13K.
  • Venturi Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2023 and held it in 3 quarters.
  • Venturi Wealth Management's iShares US Healthcare ETF position peaked at $5.33K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on Venturi Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.