Advisor Partners’s iShares US Healthcare ETF IYH Stock Holding History

Advisor Partners’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	$294K	Buy	+5,470	New	+$300K	0.02%	645
2019 Q1	–	Sell	-5,580	Closed	-$202K	–	649
2018 Q4	$202K	Sell	5,580 -530	-9%	-$20.3K	0.03%	551
2018 Q3	$248K	Buy	+6,110	New	+$236K	0.03%	525
2018 Q2	–	Sell	-6,770	Closed	-$234K	–	599
2018 Q1	$234K	Sell	6,770 -1,525	-18%	-$54.9K	0.04%	476
2017 Q4	$308K	Buy	+8,295	New	+$288K	0.06%	389

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

Advisor Partners's IYH Position: Q2 2022 in Review

Advisor Partners opened a new position in iShares US Healthcare ETF (IYH) in Q2 2022: 5,470 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #645 among its holdings. This is a return to the name: Advisor Partners previously reported a position in IYH as recently as Q4 2018.

Advisor Partners first reported a position in IYH in Q4 2017 and has held it in 5 quarters since. The position peaked at $308K in Q4 2017. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

Advisor Partners held 5,470 shares of iShares US Healthcare ETF worth $294K as of Q2 2022.
iShares US Healthcare ETF was a new Advisor Partners position in Q2 2022.
iShares US Healthcare ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #645 holding.
Advisor Partners first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 5 quarters since.
Advisor Partners's iShares US Healthcare ETF position peaked at $308K in Q4 2017.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.