X-Square Capital’s iShares US Healthcare ETF IYH Stock Holding History

X-Square Capital’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	-4,405	Closed	-$252K	–	168
2023 Q4	$252K	Buy	4,405 +10	+0.2%	+$544	0.14%	135
2023 Q3	$246K	Hold	4,395	–	–	0.17%	117
2023 Q2	$246K	Hold	4,395	–	–	0.17%	117
2023 Q1	$240K	Buy	4,395 +5	+0.1%	+$274	0.14%	130
2022 Q4	$249K	Buy	4,390 +10	+0.2%	+$552	0.14%	133
2022 Q3	$222K	Hold	4,380	–	–	0.14%	131
2022 Q2	$235K	Buy	4,380 +5	+0.1%	+$274	0.14%	127
2022 Q1	$253K	Buy	4,375 +5	+0.1%	+$279	0.13%	131
2021 Q4	$263K	Buy	4,370 +5	+0.1%	+$286	0.13%	129
2021 Q3	$241K	Hold	4,365	–	–	0.12%	134
2021 Q2	$238K	Buy	4,365 +10	+0.2%	+$529	0.11%	126
2021 Q1	$220K	Hold	4,355	–	–	0.1%	110
2020 Q4	$214K	Buy	+4,355	New	+$206K	0.12%	102
2019 Q3	–	Sell	-20,550	Closed	-$802K	–	77
2019 Q2	$802K	Buy	20,550 +5	+0%	+$189	0.51%	37
2019 Q1	$796K	Buy	20,545 +15	+0.1%	+$570	0.55%	37
2018 Q4	$743K	Buy	20,530 +10	+0%	+$383	0.58%	39
2018 Q3	$833K	Buy	20,520 +5	+0%	+$193	0.55%	42
2018 Q2	$731K	Hold	20,515	–	–	0.55%	39
2018 Q1	$708K	Buy	20,515 +85	+0.4%	+$3.06K	0.75%	34
2017 Q4	$712K	Buy	+20,430	New	+$709K	0.75%	37

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

X-Square Capital's IYH Position: Q1 2024 in Review

X-Square Capital sold out of iShares US Healthcare ETF (IYH) in Q1 2024, closing a stake of 4,405 shares — an estimated $252K sold.

X-Square Capital first reported a position in IYH in Q4 2017 and held it in 20 quarters. The position peaked at $833K in Q3 2018. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

X-Square Capital reported no remaining iShares US Healthcare ETF position as of Q1 2024 after selling out during the quarter.
X-Square Capital sold 4,405 iShares US Healthcare ETF shares in Q1 2024, an estimated $252K.
X-Square Capital first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 20 quarters.
X-Square Capital's iShares US Healthcare ETF position peaked at $833K in Q3 2018.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on X-Square Capital's 13F filing for Q1 2024, filed 14 May 2024.