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American Portfolios Advisors’s iShares US Healthcare ETF IYH Stock Holding History

American Portfolios 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
Q3 		$729K Sell
14,415
-35
-0.2% -$1.89K 0.03% 518
2022
Q2 		$777K Sell
14,450
-375
-3% -$20.6K 0.03% 508
2022
Q1 		$856K Sell
14,825
-3,465
-19% -$193K 0.03% 540
2021
Q4 		$1.1M Buy
18,290
+70
+0.4% +$4K 0.04% 456
2021
Q3 		$1.01M Buy
18,220
+670
+4% +$38.3K 0.04% 461
2021
Q2 		$958K Sell
17,550
-340
-2% -$18K 0.04% 471
2021
Q1 		$903K Buy
17,890
+4,605
+35% +$232K 0.04% 436
2020
Q4 		$653K Sell
13,285
-1,295
-9% -$61.1K 0.03% 476
2020
Q3 		$663K Buy
14,580
+5,415
+59% +$245K 0.04% 412
2020
Q2 		$395K Buy
9,165
+275
+3% +$11.6K 0.03% 517
2020
Q1 		$334K Sell
8,890
-11,365
-56% -$467K 0.03% 481
2019
Q4 		$874K Buy
20,255
+7,815
+63% +$316K 0.06% 301
2019
Q3 		$470K Sell
12,440
-125
-1% -$4.81K 0.04% 413
2019
Q2 		$491K Sell
12,565
-965
-7% -$36.5K 0.04% 398
2019
Q1 		$524K Sell
13,530
-10,885
-45% -$414K 0.05% 360
2018
Q4 		$883K Buy
24,415
+12,500
+105% +$479K 0.11% 185
2018
Q3 		$484K Buy
11,915
+3,155
+36% +$122K 0.06% 323
2018
Q2 		$312K Buy
8,760
+2,850
+48% +$100K 0.04% 398
2018
Q1 		$204K Buy
5,910
+65
+1% +$2.34K 0.03% 504
2017
Q4 		$204K Buy
+5,845
New +$203K 0.03% 492

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's IYH Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Healthcare ETF (IYH) stake by 0.24% in Q3 2022, selling an estimated $1.89K and leaving 14,415 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #518.

American Portfolios Advisors first reported a position in IYH in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

  • American Portfolios Advisors held 14,415 shares of iShares US Healthcare ETF worth $729K as of Q3 2022.
  • American Portfolios Advisors sold 35 iShares US Healthcare ETF shares in Q3 2022, an estimated $1.89K.
  • iShares US Healthcare ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #518 holding.
  • American Portfolios Advisors first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Healthcare ETF position peaked at $1.1M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.