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

Atlas Private 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
2021 Q4	–	Sell	-50	Closed	-$3K	–	432
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	627
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	631
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	689
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	640
2020 Q3	$2K	Sell	50 -225	-82%	-$10.2K	﹤0.01%	575
2020 Q2	$12K	Buy	+275	New	+$11.6K	0.01%	382

Other funds holding IYH

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atlas Private Wealth Advisors's IYH Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2021, closing a stake of 50 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in IYH in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q2 2020. 426 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 50 iShares US Healthcare ETF shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in iShares US Healthcare ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares US Healthcare ETF position peaked at $12K in Q2 2020.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.