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

WealthSource 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 Q4	$1.33M	Sell	23,270 -25,580	-52%	-$1.39M	0.09%	166
2023 Q3	$2.64M	Sell	48,850 -2,400	-5%	-$134K	0.18%	91
2023 Q2	$2.87M	Buy	51,250 +170	+0.3%	+$9.45K	0.19%	80
2023 Q1	$2.79M	Sell	51,080 -3,525	-6%	-$193K	0.19%	82
2022 Q4	$3.1M	Buy	54,605 +1,120	+2%	+$61.8K	0.22%	80
2022 Q3	$2.71M	Buy	53,485 +48,215	+915%	+$2.6M	0.2%	83
2022 Q2	$283K	Buy	5,270 +740	+16%	+$40.6K	0.02%	409
2022 Q1	$262K	Buy	+4,530	New	+$253K	0.02%	485
2016 Q3	–	Sell	-7,040	Closed	-$209K	–	281
2016 Q2	$209K	Sell	7,040 -1,580	-18%	-$46.1K	0.08%	232
2016 Q1	$242K	Buy	+8,620	New	+$239K	0.1%	191

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

WealthSource Partners's IYH Position: Q4 2023 in Review

WealthSource Partners reduced its iShares US Healthcare ETF (IYH) stake by 52% in Q4 2023, selling an estimated $1.39M and leaving 23,270 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #166.

WealthSource Partners first reported a position in IYH in Q1 2016 and has held it in 10 quarters since. The position peaked at $3.1M in Q4 2022. 480 funds tracked by Wall St. Rank hold IYH as of Q4 2023.

WealthSource Partners held 23,270 shares of iShares US Healthcare ETF worth $1.33M as of Q4 2023.
WealthSource Partners sold 25,580 iShares US Healthcare ETF shares in Q4 2023, an estimated $1.39M.
iShares US Healthcare ETF made up 0.09% of WealthSource Partners's portfolio in Q4 2023, its #166 holding.
WealthSource Partners first reported a position in iShares US Healthcare ETF in Q1 2016 and has held it in 10 quarters since.
WealthSource Partners's iShares US Healthcare ETF position peaked at $3.1M in Q4 2022.
480 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.