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Waterway Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Waterway 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
2024
Q2 		– Sell
-7,011
Closed -$434K – 70
2024
Q1 		$434K Buy
7,011
+21
+0.3% +$1.26K 0.19% 43
2023
Q4 		$400K Buy
+6,990
New +$380K 0.17% 45

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waterway Wealth Management's IYH Position: Q2 2024 in Review

Waterway Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 7,011 shares — an estimated $434K sold.

Waterway Wealth Management first reported a position in IYH in Q4 2023 and held it in 2 quarters. The position peaked at $434K in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Waterway Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Waterway Wealth Management sold 7,011 iShares US Healthcare ETF shares in Q2 2024, an estimated $434K.
  • Waterway Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2023 and held it in 2 quarters.
  • Waterway Wealth Management's iShares US Healthcare ETF position peaked at $434K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Waterway Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.