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

Belpointe 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
2023
Q2 		– Sell
-9,225
Closed -$504K – 1984
2023
Q1 		$504K Sell
9,225
-80
-0.9% -$4.39K 0.03% 567
2022
Q4 		$528K Sell
9,305
-5
-0.1% -$276 0.03% 512
2022
Q3 		$471K Buy
9,310
+465
+5% +$25.1K 0.03% 527
2022
Q2 		$477K Sell
8,845
-1,380
-13% -$75.8K 0.03% 506
2022
Q1 		$590K Sell
10,225
-100
-1% -$5.58K 0.04% 490
2021
Q4 		$621K Sell
10,325
-235
-2% -$13.4K 0.04% 455
2021
Q3 		$583K Buy
10,560
+620
+6% +$35.5K 0.04% 465
2021
Q2 		$542K Buy
9,940
+65
+0.7% +$3.44K 0.04% 475
2021
Q1 		$499K Sell
9,875
-450
-4% -$22.6K 0.04% 441
2020
Q4 		$508K Buy
10,325
+1,275
+14% +$60.2K 0.05% 399
2020
Q3 		$411K Buy
9,050
+30
+0.3% +$1.36K 0.05% 365
2020
Q2 		$389K Sell
9,020
-370
-4% -$15.6K 0.05% 348
2020
Q1 		$353K Buy
9,390
+225
+2% +$9.25K 0.06% 301
2019
Q4 		$395K Sell
9,165
-335
-4% -$13.5K 0.05% 367
2019
Q3 		$359K Sell
9,500
-400
-4% -$15.4K 0.06% 359
2019
Q2 		$387K Buy
+9,900
New +$375K 0.08% 278
2019
Q1 		– Sell
-11,185
Closed -$404K – 507
2018
Q4 		$404K Sell
11,185
-1,415
-11% -$54.2K 0.1% 213
2018
Q3 		$511K Buy
+12,600
New +$486K 0.08% 256
2018
Q1 		– Sell
-11,835
Closed -$412K – 417
2017
Q4 		$412K Buy
11,835
+2,895
+32% +$100K 0.09% 276
2017
Q3 		$307K Buy
+8,940
New +$301K 0.07% 311

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Belpointe Asset Management's IYH Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 9,225 shares — an estimated $504K sold.

Belpointe Asset Management first reported a position in IYH in Q3 2017 and held it in 20 quarters. The position peaked at $621K in Q4 2021. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 9,225 iShares US Healthcare ETF shares in Q2 2023, an estimated $504K.
  • Belpointe Asset Management first reported a position in iShares US Healthcare ETF in Q3 2017 and held it in 20 quarters.
  • Belpointe Asset Management's iShares US Healthcare ETF position peaked at $621K in Q4 2021.
  • 474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.