Verus Capital Partners’s iShares US Healthcare ETF IYH Stock Holding History

Verus Capital Partners’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
2024 Q2	–	Sell	-3,930	Closed	-$243K	–	356
2024 Q1	$243K	Buy	+3,930	New	+$236K	0.03%	300
2020 Q1	$145K	Sell	3,850 -10	-0.3%	-$411	0.05%	237
2019 Q4	$167K	Buy	+3,860	New	+$156K	0.05%	264

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Verus Capital Partners's IYH Position: Q2 2024 in Review

Verus Capital Partners sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 3,930 shares — an estimated $243K sold.

Verus Capital Partners first reported a position in IYH in Q4 2019 and held it in 3 quarters. The position peaked at $243K in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

Verus Capital Partners reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
Verus Capital Partners sold 3,930 iShares US Healthcare ETF shares in Q2 2024, an estimated $243K.
Verus Capital Partners first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 3 quarters.
Verus Capital Partners's iShares US Healthcare ETF position peaked at $243K in Q1 2024.
493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Verus Capital Partners's 13F filing for Q2 2024, filed 1 Aug 2024.