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Advisory Alpha’s iShares US Healthcare ETF IYH Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-3,100
Closed -$143K – 377
2020
Q3 		$143K Sell
3,100
-1,675
-35% -$75.8K 0.03% 116
2020
Q2 		$220K Sell
4,775
-3,450
-42% -$146K 0.05% 105
2020
Q1 		$346K Hold
8,225
– – 0.1% 63
2019
Q4 		$357K Sell
8,225
-850
-9% -$34.3K 0.09% 91
2019
Q3 		$338K Sell
9,075
-725
-7% -$27.9K 0.1% 78
2019
Q2 		$379K Sell
9,800
-2,625
-21% -$99.4K 0.13% 70
2019
Q1 		$465K Sell
12,425
-800
-6% -$30.4K 0.17% 62
2018
Q4 		$500K Buy
+13,225
New +$507K 0.24% 47

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisory Alpha's IYH Position: Q4 2020 in Review

Advisory Alpha sold out of iShares US Healthcare ETF (IYH) in Q4 2020, closing a stake of 3,100 shares — an estimated $143K sold.

Advisory Alpha first reported a position in IYH in Q4 2018 and held it in 8 quarters. The position peaked at $500K in Q4 2018. 376 funds tracked by Wall St. Rank hold IYH as of Q4 2020.

  • Advisory Alpha reported no remaining iShares US Healthcare ETF position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 3,100 iShares US Healthcare ETF shares in Q4 2020, an estimated $143K.
  • Advisory Alpha first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 8 quarters.
  • Advisory Alpha's iShares US Healthcare ETF position peaked at $500K in Q4 2018.
  • 376 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.