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Bivin & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Bivin & Associates’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
Q2 		$36K Hold
675
– – 0.04% 83
2022
Q1 		$39K Hold
675
– – 0.04% 90
2021
Q4 		$41K Buy
+675
New +$38.6K 0.04% 98

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bivin & Associates's IYH Position: Q2 2022 in Review

Bivin & Associates held its iShares US Healthcare ETF (IYH) position steady in Q2 2022 at 675 shares worth $36K. The position accounts for 0.04% of the portfolio, ranked #83.

Bivin & Associates first reported a position in IYH in Q4 2021 and has held it in 3 quarters since. The position peaked at $41K in Q4 2021. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

  • Bivin & Associates held 675 shares of iShares US Healthcare ETF worth $36K as of Q2 2022.
  • Bivin & Associates left its iShares US Healthcare ETF share count unchanged in Q2 2022.
  • iShares US Healthcare ETF made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #83 holding.
  • Bivin & Associates first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares US Healthcare ETF position peaked at $41K in Q4 2021.
  • 420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.