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Burleson & Co’s iShares US Healthcare ETF IYH Stock Holding History

Burleson & Co’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
-375
Closed -$22K – 475
2022
Q1 		$22K Buy
+375
New +$20.9K ﹤0.01% 226

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

Burleson & Co's IYH Position: Q2 2022 in Review

Burleson & Co sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 375 shares — an estimated $22K sold.

Burleson & Co first reported a position in IYH in Q1 2022 and held it in 1 quarter. The position peaked at $22K in Q1 2022. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

  • Burleson & Co reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
  • Burleson & Co sold 375 iShares US Healthcare ETF shares in Q2 2022, an estimated $22K.
  • Burleson & Co first reported a position in iShares US Healthcare ETF in Q1 2022 and held it in 1 quarter.
  • Burleson & Co's iShares US Healthcare ETF position peaked at $22K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.