Capital Asset Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Capital Asset Advisory Services’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 Q4	–	Sell	-100	Closed	-$5K	–	443
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	408
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	511
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	505
2021 Q4	$6K	Sell	100 -170	-63%	-$9.71K	﹤0.01%	536
2021 Q3	$15K	Hold	270	–	–	﹤0.01%	569
2021 Q2	$15K	Buy	270 +155	+135%	+$8.2K	﹤0.01%	603
2021 Q1	$6K	Hold	115	–	–	﹤0.01%	620
2020 Q4	$6K	Hold	115	–	–	﹤0.01%	1225
2020 Q3	$5K	Hold	115	–	–	﹤0.01%	489
2020 Q2	$5K	Hold	115	–	–	﹤0.01%	512
2020 Q1	$5K	Buy	115 +15	+15%	+$617	﹤0.01%	451
2019 Q4	$4K	Buy	+100	New	+$4.04K	﹤0.01%	546

Other funds holding IYH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Asset Advisory Services's IYH Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 100 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in IYH in Q4 2019 and held it in 12 quarters. The position peaked at $15K in Q3 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Capital Asset Advisory Services reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 100 iShares US Healthcare ETF shares in Q4 2022, an estimated $5K.
Capital Asset Advisory Services first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 12 quarters.
Capital Asset Advisory Services's iShares US Healthcare ETF position peaked at $15K in Q3 2021.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.