Blue Bell Private Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Blue Bell Private Wealth 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 Q2	–	Sell	-200	Closed	-$12K	–	847
2022 Q1	$12K	Hold	200	–	–	﹤0.01%	388
2021 Q4	$12K	Buy	+200	New	+$11.4K	﹤0.01%	377

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Blue Bell Private Wealth Management's IYH Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 200 shares — an estimated $12K sold.

Blue Bell Private Wealth Management first reported a position in IYH in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

Blue Bell Private Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 iShares US Healthcare ETF shares in Q2 2022, an estimated $12K.
Blue Bell Private Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 2 quarters.
Blue Bell Private Wealth Management's iShares US Healthcare ETF position peaked at $12K in Q1 2022.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.