Ballew Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Ballew 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 Q4	–	Sell	-4,500	Closed	-$229K	–	101
2022 Q3	$229K	Hold	4,500	–	–	0.21%	85
2022 Q2	$240K	Hold	4,500	–	–	0.22%	80
2022 Q1	$264K	Buy	+4,500	New	+$251K	0.2%	89
2018 Q4	–	Sell	-690	Closed	-$26K	–	281
2018 Q3	$26K	Hold	690	–	–	0.02%	217
2018 Q2	$25K	Hold	690	–	–	0.03%	220
2018 Q1	$24K	Buy	+690	New	+$24.8K	0.02%	224

Other funds holding IYH

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

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

Royal Bank of Canada

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return