Acorn Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Acorn Wealth Advisors’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
2022 Q2	–	Sell	-3,715	Closed	-$215K	–	172
2022 Q1	$215K	Sell	3,715 -420	-10%	-$23.4K	0.15%	163
2021 Q4	$248K	Buy	4,135 +20	+0.5%	+$1.14K	0.16%	150
2021 Q3	$227K	Hold	4,115	–	–	0.16%	155
2021 Q2	$225K	Buy	4,115 +10	+0.2%	+$529	0.16%	151
2021 Q1	$207K	Buy	+4,105	New	+$206K	0.15%	157
2020 Q1	–	Sell	-5,965	Closed	-$257K	–	118
2019 Q4	$257K	Sell	5,965 -280	-4%	-$11.3K	0.22%	99
2019 Q3	$250K	Buy	6,245 +720	+13%	+$27.7K	0.21%	101
2019 Q2	$214K	Sell	5,525 -875	-14%	-$33.1K	0.2%	112
2019 Q1	$243K	Hold	6,400	–	–	0.22%	104
2018 Q4	$235K	Buy	6,400 +215	+3%	+$8.24K	0.24%	93
2018 Q3	$236K	Sell	6,185 -1,840	-23%	-$71K	0.23%	102
2018 Q2	$287K	Hold	8,025	–	–	0.24%	84
2018 Q1	$283K	Buy	8,025 +1,500	+23%	+$54K	0.24%	83
2017 Q4	$233K	Buy	+6,525	New	+$227K	0.21%	90

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

Acorn Wealth Advisors's IYH Position: Q2 2022 in Review

Acorn Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 3,715 shares — an estimated $215K sold.

Acorn Wealth Advisors first reported a position in IYH in Q4 2017 and held it in 14 quarters. The position peaked at $287K in Q2 2018. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

Acorn Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 3,715 iShares US Healthcare ETF shares in Q2 2022, an estimated $215K.
Acorn Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 14 quarters.
Acorn Wealth Advisors's iShares US Healthcare ETF position peaked at $287K in Q2 2018.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Acorn Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.