CAAS
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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

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return