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Carroll Financial Associates’s iShares US Healthcare ETF IYH Stock Holding History

Carroll Financial 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 		$87K Hold
1,455
– – ﹤0.01% 568
2021
Q3 		$80K Hold
1,455
– – ﹤0.01% 597
2021
Q2 		$79K Hold
1,455
– – ﹤0.01% 655
2021
Q1 		$73K Hold
1,455
– – ﹤0.01% 663
2020
Q4 		$71K Hold
1,455
– – ﹤0.01% 601
2020
Q3 		$66K Buy
1,455
+230
+19% +$10.4K 0.01% 576
2020
Q2 		$52K Sell
1,225
-790
-39% -$33.3K ﹤0.01% 644
2020
Q1 		$75K Hold
2,015
– – 0.01% 480
2019
Q4 		$87K Sell
2,015
-90
-4% -$3.63K 0.01% 533
2019
Q3 		$79K Sell
2,105
-255
-11% -$9.81K 0.01% 550
2019
Q2 		$92K Hold
2,360
– – 0.01% 510
2019
Q1 		$91K Buy
2,360
+320
+16% +$12.2K 0.01% 468
2018
Q4 		$74K Hold
2,040
– – 0.01% 432
2018
Q3 		$82K Buy
2,040
+5
+0.2% +$193 0.01% 433
2018
Q2 		$72K Hold
2,035
– – 0.01% 443
2018
Q1 		$70K Sell
2,035
-80
-4% -$2.88K 0.01% 440
2017
Q4 		$73K Sell
2,115
-460
-18% -$16K 0.01% 423
2017
Q3 		$89K Buy
2,575
+5
+0.2% +$169 0.01% 394
2017
Q2 		$85K Hold
2,570
– – 0.01% 407
2017
Q1 		$80K Hold
2,570
– – 0.01% 397
2016
Q4 		$74K Sell
2,570
-1,020
-28% -$29.6K 0.01% 397
2016
Q3 		$107K Buy
3,590
+175
+5% +$5.35K 0.02% 327
2016
Q2 		$101K Buy
3,415
+950
+39% +$27.7K 0.02% 327
2016
Q1 		$69K Buy
2,465
+90
+4% +$2.49K 0.01% 379
2015
Q4 		$71K Hold
2,375
– – 0.01% 341
2015
Q3 		$68K Buy
2,375
+1,275
+116% +$39.7K 0.02% 339
2015
Q2 		$35K Buy
1,100
+625
+132% +$19.7K 0.01% 437
2015
Q1 		$15K Buy
+475
New +$14.3K 0.01% 467

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

Carroll Financial Associates's IYH Position: Q4 2021 in Review

Carroll Financial Associates held its iShares US Healthcare ETF (IYH) position steady in Q4 2021 at 1,455 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Carroll Financial Associates first reported a position in IYH in Q1 2015 and has held it in 28 quarters since. The position peaked at $107K in Q3 2016. 427 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

  • Carroll Financial Associates held 1,455 shares of iShares US Healthcare ETF worth $87K as of Q4 2021.
  • Carroll Financial Associates left its iShares US Healthcare ETF share count unchanged in Q4 2021.
  • iShares US Healthcare ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #568 holding.
  • Carroll Financial Associates first reported a position in iShares US Healthcare ETF in Q1 2015 and has held it in 28 quarters since.
  • Carroll Financial Associates's iShares US Healthcare ETF position peaked at $107K in Q3 2016.
  • 427 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.