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Wealth Enhancement & Preservation of GA’s iShares US Healthcare ETF IYH Stock Holding History

Wealth Enhancement & Preservation of GA’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
2022
Q4 		– Sell
-25,535
Closed -$1.29M – 53
2022
Q3 		$1.29M Buy
25,535
+19,925
+355% +$1.08M 2.07% 15
2022
Q2 		$306K Sell
5,610
-3,145
-36% -$173K 0.32% 43
2022
Q1 		$506K Buy
8,755
+1,465
+20% +$81.8K 0.39% 42
2021
Q4 		$438K Buy
7,290
+705
+11% +$40.3K 0.3% 41
2021
Q3 		$363K Buy
6,585
+290
+5% +$16.6K 0.28% 43
2021
Q2 		$344K Buy
6,295
+285
+5% +$15.1K 0.25% 47
2021
Q1 		$309K Sell
6,010
-35
-0.6% -$1.76K 0.24% 50
2020
Q4 		$297K Sell
6,045
-5,465
-47% -$258K 0.26% 50
2020
Q3 		$481K Buy
11,510
+1,650
+17% +$74.7K 0.5% 48
2020
Q2 		$400K Sell
9,860
-8,390
-46% -$354K 0.5% 44
2020
Q1 		$675K Buy
+18,250
New +$751K 0.64% 24

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 $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IYH Position: Q4 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 25,535 shares — an estimated $1.29M sold.

Wealth Enhancement & Preservation of GA first reported a position in IYH in Q1 2020 and held it in 11 quarters. The position peaked at $1.29M in Q3 2022. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 25,535 iShares US Healthcare ETF shares in Q4 2022, an estimated $1.29M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares US Healthcare ETF in Q1 2020 and held it in 11 quarters.
  • Wealth Enhancement & Preservation of GA's iShares US Healthcare ETF position peaked at $1.29M in Q3 2022.
  • 488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2022, filed 9 Feb 2023.