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

Calton & 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
2021
Q4 		– Sell
-16,880
Closed -$931K – 386
2021
Q3 		$931K Buy
+16,880
New +$965K 0.2% 124
2020
Q1 		– Sell
-7,155
Closed -$309K – 345
2019
Q4 		$309K Buy
+7,155
New +$289K 0.06% 255
2018
Q1 		– Sell
-1,835
Closed -$67K – 827
2017
Q4 		$67K Buy
+1,835
New +$63.7K 0.02% 588

Other funds holding IYH

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Calton & Associates's IYH Position: Q4 2021 in Review

Calton & Associates sold out of iShares US Healthcare ETF (IYH) in Q4 2021, closing a stake of 16,880 shares — an estimated $931K sold.

Calton & Associates first reported a position in IYH in Q4 2017 and held it in 3 quarters. The position peaked at $931K in Q3 2021. 427 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

  • Calton & Associates reported no remaining iShares US Healthcare ETF position as of Q4 2021 after selling out during the quarter.
  • Calton & Associates sold 16,880 iShares US Healthcare ETF shares in Q4 2021, an estimated $931K.
  • Calton & Associates first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 3 quarters.
  • Calton & Associates's iShares US Healthcare ETF position peaked at $931K in Q3 2021.
  • 427 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Calton & Associates's 13F filing for Q4 2021, filed 13 Jan 2022.