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Bel Air Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bel Air Investment 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
2021
Q2 		$546K Hold
10,000
– – 0.02% 249
2021
Q1 		$505K Buy
+10,000
New +$503K 0.02% 261

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
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

Bel Air Investment Advisors's IYH Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares US Healthcare ETF (IYH) position steady in Q2 2021 at 10,000 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #249.

Bel Air Investment Advisors first reported a position in IYH in Q1 2021 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

  • Bel Air Investment Advisors held 10,000 shares of iShares US Healthcare ETF worth $546K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares US Healthcare ETF share count unchanged in Q2 2021.
  • iShares US Healthcare ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #249 holding.
  • Bel Air Investment Advisors first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.