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 $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Whitaker-Myers Wealth Managers's IYH Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 19,065 shares — an estimated $1.09M sold.

Whitaker-Myers Wealth Managers first reported a position in IYH in Q4 2022 and held it in 5 quarters. The position peaked at $1.09M in Q4 2023. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

Whitaker-Myers Wealth Managers reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 19,065 iShares US Healthcare ETF shares in Q1 2024, an estimated $1.09M.
Whitaker-Myers Wealth Managers first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 5 quarters.
Whitaker-Myers Wealth Managers's iShares US Healthcare ETF position peaked at $1.09M in Q4 2023.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.