Veritable’s iShares US Healthcare ETF IYH Stock Holding History

Veritable’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	-8,680	Closed	-$487K	–	423
2023 Q2	$487K	Sell	8,680 -500	-5%	-$27.8K	0.01%	554
2023 Q1	$501K	Hold	9,180	–	–	0.01%	534
2022 Q4	$521K	Sell	9,180 -110	-1%	-$6.07K	0.01%	523
2022 Q3	$470K	Hold	9,290	–	–	0.01%	515
2022 Q2	$500K	Hold	9,290	–	–	0.01%	543
2022 Q1	$537K	Hold	9,290	–	–	0.01%	549
2021 Q4	$558K	Sell	9,290 -75	-0.8%	-$4.29K	0.01%	533
2021 Q3	$517K	Hold	9,365	–	–	0.01%	537
2021 Q2	$511K	Buy	9,365 +1,140	+14%	+$60.3K	0.01%	536
2021 Q1	$415K	Hold	8,225	–	–	0.01%	556
2020 Q4	$405K	Hold	8,225	–	–	0.01%	552
2020 Q3	$374K	Buy	8,225 +875	+12%	+$39.6K	0.01%	526
2020 Q2	$317K	Hold	7,350	–	–	0.01%	585
2020 Q1	$276K	Buy	+7,350	New	+$302K	0.01%	579
2015 Q1	–	Sell	-7,115	Closed	-$205K	–	954
2014 Q4	$205K	Buy	+7,115	New	+$200K	﹤0.01%	877
2014 Q1	–	Sell	-7,115	Closed	-$166K	–	965
2013 Q4	$166K	Buy	+7,115	New	+$160K	﹤0.01%	865

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Veritable's IYH Position: Q3 2023 in Review

Veritable sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 8,680 shares — an estimated $487K sold.

Veritable first reported a position in IYH in Q4 2013 and held it in 16 quarters. The position peaked at $558K in Q4 2021. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

Veritable reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 8,680 iShares US Healthcare ETF shares in Q3 2023, an estimated $487K.
Veritable first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 16 quarters.
Veritable's iShares US Healthcare ETF position peaked at $558K in Q4 2021.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.