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W Advisors LLC’s iShares US Healthcare ETF IYH Stock Holding History

W Advisors LLC’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
Q1 		– Sell
-4,995
Closed -$286K – 111
2023
Q4 		$286K Sell
4,995
-1,495
-23% -$81.4K 0.21% 87
2023
Q3 		$351K Sell
6,490
-2,390
-27% -$134K 0.29% 67
2023
Q2 		$498K Sell
8,880
-30
-0.3% -$1.67K 0.39% 60
2023
Q1 		$487K Sell
8,910
-1,995
-18% -$109K 0.4% 61
2022
Q4 		$619K Buy
10,905
+2,760
+34% +$152K 0.52% 46
2022
Q3 		$412K Sell
8,145
-3,860
-32% -$209K 0.38% 64
2022
Q2 		$646K Buy
+12,005
New +$659K 0.56% 44

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

W Advisors LLC's IYH Position: Q1 2024 in Review

W Advisors LLC sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 4,995 shares — an estimated $286K sold.

W Advisors LLC first reported a position in IYH in Q2 2022 and held it in 7 quarters. The position peaked at $646K in Q2 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

  • W Advisors LLC reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • W Advisors LLC sold 4,995 iShares US Healthcare ETF shares in Q1 2024, an estimated $286K.
  • W Advisors LLC first reported a position in iShares US Healthcare ETF in Q2 2022 and held it in 7 quarters.
  • W Advisors LLC's iShares US Healthcare ETF position peaked at $646K in Q2 2022.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on W Advisors LLC's 13F filing for Q1 2024, filed 25 Apr 2024.