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Zullo Investment Group’s iShares US Healthcare ETF IYH Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-100
Closed -$5.67K – 437
2022
Q4 		$5.67K Hold
100
– – ﹤0.01% 581
2022
Q3 		$5K Hold
100
– – ﹤0.01% 595
2022
Q2 		$5K Hold
100
– – ﹤0.01% 620
2022
Q1 		$6K Hold
100
– – ﹤0.01% 623
2021
Q4 		$6K Buy
+100
New +$5.71K ﹤0.01% 627

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Zullo Investment Group's IYH Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 100 shares — an estimated $5.67K sold.

Zullo Investment Group first reported a position in IYH in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 100 iShares US Healthcare ETF shares in Q1 2023, an estimated $5.67K.
  • Zullo Investment Group first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares US Healthcare ETF position peaked at $6K in Q1 2022.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.