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Advisory Resource Group’s iShares US Healthcare ETF IYH Stock Holding History

Advisory Resource 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
2020
Q3 		– Sell
-8,575
Closed -$370K – 103
2020
Q2 		$370K Buy
8,575
+1,485
+21% +$62.7K 0.23% 57
2020
Q1 		$266K Sell
7,090
-315
-4% -$13K 0.2% 62
2019
Q4 		$319K Buy
7,405
+310
+4% +$12.5K 0.18% 58
2019
Q3 		$268K Buy
7,095
+50
+0.7% +$1.92K 0.14% 61
2019
Q2 		$275K Buy
+7,045
New +$267K 0.15% 59

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Advisory Resource Group's IYH Position: Q3 2020 in Review

Advisory Resource Group sold out of iShares US Healthcare ETF (IYH) in Q3 2020, closing a stake of 8,575 shares — an estimated $370K sold.

Advisory Resource Group first reported a position in IYH in Q2 2019 and held it in 5 quarters. The position peaked at $370K in Q2 2020. 330 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

  • Advisory Resource Group reported no remaining iShares US Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Advisory Resource Group sold 8,575 iShares US Healthcare ETF shares in Q3 2020, an estimated $370K.
  • Advisory Resource Group first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 5 quarters.
  • Advisory Resource Group's iShares US Healthcare ETF position peaked at $370K in Q2 2020.
  • 330 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Advisory Resource Group's 13F filing for Q3 2020, filed 9 Dec 2020.