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 $1.66T 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return