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Avalon Investment & Advisory’s iShares US Healthcare ETF IYH Stock Holding History

Avalon Investment & Advisory’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
2023
Q1 		– Sell
-3,555
Closed -$202K – 322
2022
Q4 		$202K Buy
+3,555
New +$196K 0.01% 309

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avalon Investment & Advisory's IYH Position: Q1 2023 in Review

Avalon Investment & Advisory sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 3,555 shares — an estimated $202K sold.

Avalon Investment & Advisory first reported a position in IYH in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

  • Avalon Investment & Advisory reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Avalon Investment & Advisory sold 3,555 iShares US Healthcare ETF shares in Q1 2023, an estimated $202K.
  • Avalon Investment & Advisory first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 1 quarter.
  • Avalon Investment & Advisory's iShares US Healthcare ETF position peaked at $202K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.