20/20 Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

20/20 Capital Management’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
2021 Q2	$344K	Hold	6,295	–	–	0.09%	127
2021 Q1	$318K	Hold	6,295	–	–	0.09%	127
2020 Q4	$319K	Hold	6,295	–	–	0.09%	127
2020 Q3	$286K	Hold	6,295	–	–	0.11%	120
2020 Q2	$288K	Hold	6,295	–	–	0.11%	111
2020 Q1	$267K	Hold	6,295	–	–	0.12%	118
2019 Q4	$277K	Buy	+6,295	New	+$254K	0.11%	125

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

20/20 Capital Management's IYH Position: Q2 2021 in Review

20/20 Capital Management held its iShares US Healthcare ETF (IYH) position steady in Q2 2021 at 6,295 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #127.

20/20 Capital Management first reported a position in IYH in Q4 2019 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

20/20 Capital Management held 6,295 shares of iShares US Healthcare ETF worth $344K as of Q2 2021.
20/20 Capital Management left its iShares US Healthcare ETF share count unchanged in Q2 2021.
iShares US Healthcare ETF made up 0.09% of 20/20 Capital Management's portfolio in Q2 2021, its #127 holding.
20/20 Capital Management first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.