WFA of San Diego’s iShares US Healthcare ETF IYH Stock Holding History

WFA of San Diego’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	-250	Closed	-$14K	–	411
2023 Q2	$14K	Buy	+250	New	+$13.9K	0.01%	262
2023 Q1	–	Sell	-1,000	Closed	-$56.7K	–	241
2022 Q4	$56.7K	Buy	+1,000	New	+$55.2K	0.04%	183
2022 Q3	–	Sell	-2,000	Closed	-$108K	–	238
2022 Q2	$108K	Buy	+2,000	New	+$110K	0.09%	111
2022 Q1	–	Sell	-2,000	Closed	-$120K	–	123
2021 Q4	$120K	Hold	2,000	–	–	0.07%	155
2021 Q3	$110K	Buy	+2,000	New	+$114K	0.08%	137
2021 Q1	–	Sell	-2,000	Closed	-$245	–	109
2020 Q4	$245	Buy	+2,000	New	+$94.4K	0.07%	35

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA of San Diego's IYH Position: Q3 2023 in Review

WFA of San Diego sold out of iShares US Healthcare ETF (IYH) in Q3 2023, closing a stake of 250 shares — an estimated $14K sold.

WFA of San Diego first reported a position in IYH in Q4 2020 and held it in 6 quarters. The position peaked at $120K in Q4 2021. 475 funds tracked by Wall St. Rank hold IYH as of Q3 2023.

WFA of San Diego reported no remaining iShares US Healthcare ETF position as of Q3 2023 after selling out during the quarter.
WFA of San Diego sold 250 iShares US Healthcare ETF shares in Q3 2023, an estimated $14K.
WFA of San Diego first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 6 quarters.
WFA of San Diego's iShares US Healthcare ETF position peaked at $120K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.