Barrett Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Barrett Asset 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 Q1	–	Sell	-1,225	Closed	-$74K	–	342
2021 Q4	$74K	Hold	1,225	–	–	﹤0.01%	339
2021 Q3	$68K	Hold	1,225	–	–	﹤0.01%	286
2021 Q2	$67K	Hold	1,225	–	–	﹤0.01%	282
2021 Q1	$62K	Hold	1,225	–	–	﹤0.01%	278
2020 Q4	$60K	Hold	1,225	–	–	﹤0.01%	253
2020 Q3	$56K	Hold	1,225	–	–	﹤0.01%	243
2020 Q2	$53K	Hold	1,225	–	–	﹤0.01%	248
2020 Q1	$46K	Hold	1,225	–	–	﹤0.01%	228
2019 Q4	$53K	Hold	1,225	–	–	﹤0.01%	241
2019 Q3	$46K	Hold	1,225	–	–	﹤0.01%	239
2019 Q2	$48K	Hold	1,225	–	–	﹤0.01%	241
2019 Q1	$47K	Hold	1,225	–	–	﹤0.01%	238
2018 Q4	$44K	Hold	1,225	–	–	﹤0.01%	240
2018 Q3	$50K	Hold	1,225	–	–	﹤0.01%	246
2018 Q2	$44K	Hold	1,225	–	–	﹤0.01%	251
2018 Q1	$42K	Hold	1,225	–	–	﹤0.01%	258
2017 Q4	$43K	Hold	1,225	–	–	﹤0.01%	261
2017 Q3	$42K	Hold	1,225	–	–	﹤0.01%	245
2017 Q2	$41K	Hold	1,225	–	–	﹤0.01%	258
2017 Q1	$38K	Hold	1,225	–	–	﹤0.01%	244
2016 Q4	$35K	Hold	1,225	–	–	﹤0.01%	249
2016 Q3	$37K	Hold	1,225	–	–	﹤0.01%	232
2016 Q2	$36K	Hold	1,225	–	–	﹤0.01%	231
2016 Q1	$34K	Sell	1,225 -200	-14%	-$5.54K	﹤0.01%	228
2015 Q4	$43K	Hold	1,425	–	–	﹤0.01%	215
2015 Q3	$40K	Hold	1,425	–	–	﹤0.01%	216
2015 Q2	$45K	Hold	1,425	–	–	﹤0.01%	215
2015 Q1	$44K	Sell	1,425 -175	-11%	-$5.28K	﹤0.01%	217
2014 Q4	$46K	Hold	1,600	–	–	﹤0.01%	242
2014 Q3	$43K	Hold	1,600	–	–	﹤0.01%	254
2014 Q2	$41K	Hold	1,600	–	–	﹤0.01%	248
2014 Q1	$39K	Buy	+1,600	New	+$38.9K	﹤0.01%	236

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

RJFSA

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

Barrett Asset Management's IYH Position: Q1 2022 in Review

Barrett Asset Management sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 1,225 shares — an estimated $74K sold.

Barrett Asset Management first reported a position in IYH in Q1 2014 and held it in 32 quarters. The position peaked at $74K in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Barrett Asset Management reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 1,225 iShares US Healthcare ETF shares in Q1 2022, an estimated $74K.
Barrett Asset Management first reported a position in iShares US Healthcare ETF in Q1 2014 and held it in 32 quarters.
Barrett Asset Management's iShares US Healthcare ETF position peaked at $74K in Q4 2021.
423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.