Williams Financial’s iShares US Healthcare ETF IYH Stock Holding History

Williams Financial’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	-10,025	Closed	-$574K	–	31
2023 Q4	$574K	Buy	10,025 +235	+2%	+$12.8K	0.42%	24
2023 Q3	$529K	Buy	9,790 +525	+6%	+$29.3K	0.4%	23
2023 Q2	$519K	Sell	9,265 -295	-3%	-$16.4K	0.39%	22
2023 Q1	$522K	Sell	9,560 -68,855	-88%	-$3.78M	0.41%	21
2022 Q4	$4.45M	Buy	78,415 +71,735	+1,074%	+$3.96M	3.86%	11
2022 Q3	$338K	Buy	+6,680	New	+$361K	0.29%	24

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

Williams Financial's IYH Position: Q1 2024 in Review

Williams Financial sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 10,025 shares — an estimated $574K sold.

Williams Financial first reported a position in IYH in Q3 2022 and held it in 6 quarters. The position peaked at $4.45M in Q4 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

Williams Financial reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
Williams Financial sold 10,025 iShares US Healthcare ETF shares in Q1 2024, an estimated $574K.
Williams Financial first reported a position in iShares US Healthcare ETF in Q3 2022 and held it in 6 quarters.
Williams Financial's iShares US Healthcare ETF position peaked at $4.45M in Q4 2022.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Williams Financial's 13F filing for Q1 2024, filed 10 Apr 2024.