BDO Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

BDO Wealth 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
2023 Q2	$180K	Hold	3,220	–	–	0.02%	274
2023 Q1	$176K	Sell	3,220 -105	-3%	-$5.76K	0.02%	261
2022 Q4	$189K	Sell	3,325 -175	-5%	-$9.66K	0.02%	267
2022 Q3	$177K	Buy	3,500 +1,250	+56%	+$67.5K	0.02%	262
2022 Q2	$121K	Hold	2,250	–	–	0.01%	305
2022 Q1	$130K	Hold	2,250	–	–	0.01%	306
2021 Q4	$135K	Hold	2,250	–	–	0.01%	320
2021 Q3	$124K	Hold	2,250	–	–	0.01%	334
2021 Q2	$123K	Hold	2,250	–	–	0.01%	349
2021 Q1	$114K	Sell	2,250 -3,210	-59%	-$161K	0.01%	344
2020 Q4	$269K	Buy	5,460 +5	+0.1%	+$236	0.04%	211
2020 Q3	$248K	Sell	5,455 -620	-10%	-$28.1K	0.04%	199
2020 Q2	$262K	Hold	6,075	–	–	0.05%	192
2020 Q1	$228K	Buy	6,075 +620	+11%	+$25.5K	0.05%	192
2019 Q4	$235K	Hold	5,455	–	–	0.06%	179
2019 Q3	$206K	Hold	5,455	–	–	0.05%	191
2019 Q2	$213K	Buy	5,455 +3,980	+270%	+$151K	0.06%	187
2019 Q1	$57K	Hold	1,475	–	–	0.02%	272
2018 Q4	$53K	Hold	1,475	–	–	0.02%	255
2018 Q3	$60K	Hold	1,475	–	–	0.02%	269
2018 Q2	$53K	Hold	1,475	–	–	0.02%	290
2018 Q1	$51K	Sell	1,475 -875	-37%	-$31.5K	0.02%	250
2017 Q4	$82K	Hold	2,350	–	–	0.04%	166
2017 Q3	$81K	Sell	2,350 -625	-21%	-$21.1K	0.04%	151
2017 Q2	$99K	Buy	+2,975	New	+$95K	0.04%	175

Other funds holding IYH

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDO Wealth Advisors's IYH Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2023 at 3,220 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #274.

BDO Wealth Advisors first reported a position in IYH in Q2 2017 and has held it in 25 quarters since. The position peaked at $269K in Q4 2020. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

BDO Wealth Advisors held 3,220 shares of iShares US Healthcare ETF worth $180K as of Q2 2023.
BDO Wealth Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2023.
iShares US Healthcare ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #274 holding.
BDO Wealth Advisors first reported a position in iShares US Healthcare ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares US Healthcare ETF position peaked at $269K in Q4 2020.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.