WealthPLAN Partners’s iShares US Healthcare ETF IYH Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-325	Closed	-$18.2K	–	728
2023 Q2	$18.2K	Hold	325	–	–	﹤0.01%	700
2023 Q1	$17.7K	Buy	+325	New	+$17.8K	﹤0.01%	752
2019 Q2	–	Sell	-5,720	Closed	-$212K	–	256
2019 Q1	$212K	Hold	5,720	–	–	0.03%	239
2018 Q4	$224K	Buy	+5,720	New	+$219K	0.04%	233
2016 Q3	$32.2K	Sell	1,075 -1,075	-50%	-$32.8K	0.01%	404
2016 Q2	$31.9K	Buy	+2,150	New	+$62.8K	﹤0.01%	1136
2015 Q4	$23.3K	Buy	+1,825	New	+$54.3K	﹤0.01%	869

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

WealthPLAN Partners's IYH Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 325 shares — an estimated $18.2K sold.

WealthPLAN Partners first reported a position in IYH in Q4 2015 and held it in 7 quarters. The position peaked at $224K in Q4 2018. 474 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

WealthPLAN Partners reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 325 iShares US Healthcare ETF shares in Q3 2023, an estimated $18.2K.
WealthPLAN Partners first reported a position in iShares US Healthcare ETF in Q4 2015 and held it in 7 quarters.
WealthPLAN Partners's iShares US Healthcare ETF position peaked at $224K in Q4 2018.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.