B. Riley Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

B. Riley Wealth Management’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 Q2	$270	Buy	+5,020	New	+$276K	﹤0.01%	562
2020 Q2	–	Sell	-5,910	Closed	-$222K	–	496
2020 Q1	$222K	Buy	+5,910	New	+$243K	0.02%	416
2019 Q1	–	Sell	-7,970	Closed	-$288K	–	413
2018 Q4	$288K	Sell	7,970 -470	-6%	-$18K	0.06%	252
2018 Q3	$342K	Buy	+8,440	New	+$326K	0.08%	200
2015 Q3	–	Sell	-1,455	Closed	-$46K	–	470
2015 Q2	$46K	Hold	1,455	–	–	0.04%	429
2015 Q1	$44K	Buy	+1,455	New	+$43.9K	0.03%	428
2014 Q3	–	Sell	-115	Closed	-$2K	–	1111
2014 Q2	$2K	Hold	115	–	–	﹤0.01%	1035
2014 Q1	$3K	Buy	+115	New	+$2.8K	﹤0.01%	960

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Management's IYH Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in iShares US Healthcare ETF (IYH) in Q2 2022: 5,020 shares worth $270. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IYH as recently as Q1 2020.

B. Riley Wealth Management first reported a position in IYH in Q1 2014 and has held it in 8 quarters since. The position peaked at $342K in Q3 2018. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

B. Riley Wealth Management held 5,020 shares of iShares US Healthcare ETF worth $270 as of Q2 2022.
iShares US Healthcare ETF was a new B. Riley Wealth Management position in Q2 2022.
iShares US Healthcare ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #562 holding.
B. Riley Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2014 and has held it in 8 quarters since.
B. Riley Wealth Management's iShares US Healthcare ETF position peaked at $342K in Q3 2018.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.