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IYH icon

WESPAC Advisors’s iShares US Healthcare ETF IYH Stock Holding History

WESPAC Advisors’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
Q4 		– Sell
-10,296
Closed -$669K – 169
2024
Q3 		$669K Sell
10,296
-6,569
-39% -$420K 0.5% 73
2024
Q2 		$1.03M Sell
16,865
-5,140
-23% -$309K 0.81% 37
2024
Q1 		$1.36M Sell
22,005
-60
-0.3% -$3.61K 0.79% 37
2023
Q4 		$1.26M Sell
22,065
-2,040
-8% -$111K 0.88% 34
2023
Q3 		$1.3M Sell
24,105
-330
-1% -$18.4K 0.97% 29
2023
Q2 		$1.37M Buy
24,435
+2,220
+10% +$123K 1.1% 26
2023
Q1 		$1.21M Buy
22,215
+3,360
+18% +$184K 1.14% 29
2022
Q4 		$1.07M Buy
18,855
+2,935
+18% +$162K 1.85% 14
2022
Q3 		$806K Buy
+15,920
New +$860K 1.09% 34
2017
Q4 		– Sell
-19,455
Closed -$669K – 133
2017
Q3 		$669K Buy
19,455
+1,855
+11% +$62.5K 0.44% 72
2017
Q2 		$585K Buy
+17,600
New +$562K 0.4% 74

Other funds holding IYH

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return