Badgley, Phelps & Bell’s iShares US Healthcare ETF IYH Stock Holding History

Badgley, Phelps & Bell’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 Q2	$321K	Hold	5,875	–	–	0.01%	186
2021 Q1	$297K	Hold	5,875	–	–	0.01%	185
2020 Q4	$289K	Hold	5,875	–	–	0.01%	186
2020 Q3	$267K	Hold	5,875	–	–	0.01%	187
2020 Q2	$253K	Hold	5,875	–	–	0.01%	178
2020 Q1	$221K	Buy	+5,875	New	+$242K	0.01%	171

Other funds holding IYH

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

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

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

RJFSA

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

Badgley, Phelps & Bell's IYH Position: Q2 2021 in Review

Badgley, Phelps & Bell held its iShares US Healthcare ETF (IYH) position steady in Q2 2021 at 5,875 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #186.

Badgley, Phelps & Bell first reported a position in IYH in Q1 2020 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

Badgley, Phelps & Bell held 5,875 shares of iShares US Healthcare ETF worth $321K as of Q2 2021.
Badgley, Phelps & Bell left its iShares US Healthcare ETF share count unchanged in Q2 2021.
iShares US Healthcare ETF made up 0.01% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #186 holding.
Badgley, Phelps & Bell first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.