Whitaker-Myers Wealth Managers’s iShares US Healthcare ETF IYH Stock Holding History

Whitaker-Myers Wealth Managers’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 Q1	–	Sell	-19,065	Closed	-$1.09M	–	104
2023 Q4	$1.09M	Sell	19,065 -985	-5%	-$53.6K	0.54%	33
2023 Q3	$1.08M	Buy	20,050 +4,650	+30%	+$260K	0.67%	31
2023 Q2	$863K	Buy	15,400 +10	+0.1%	+$556	0.58%	35
2023 Q1	$840K	Buy	15,390 +2,465	+19%	+$135K	0.65%	35
2022 Q4	$733K	Buy	+12,925	New	+$713K	0.7%	35

Other funds holding IYH

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return