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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ballew Advisors's IYH Position: Q4 2022 in Review

Ballew Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 4,500 shares — an estimated $229K sold.

Ballew Advisors first reported a position in IYH in Q1 2018 and held it in 6 quarters. The position peaked at $264K in Q1 2022. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Ballew Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Ballew Advisors sold 4,500 iShares US Healthcare ETF shares in Q4 2022, an estimated $229K.
Ballew Advisors first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 6 quarters.
Ballew Advisors's iShares US Healthcare ETF position peaked at $264K in Q1 2022.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Ballew Advisors's 13F filing for Q4 2022, filed 13 Jan 2023.