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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 $1.66T 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 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. 480 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.
  • 480 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.