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Cedar Mountain Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Cedar Mountain Advisors’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
2020
Q3 		– Sell
-95
Closed -$4K – 263
2020
Q2 		$4K Hold
95
– – ﹤0.01% 190
2020
Q1 		$4K Hold
95
– – ﹤0.01% 169
2019
Q4 		$4K Buy
+95
New +$3.84K ﹤0.01% 186

Other funds holding IYH

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Cedar Mountain Advisors's IYH Position: Q3 2020 in Review

Cedar Mountain Advisors sold out of iShares US Healthcare ETF (IYH) in Q3 2020, closing a stake of 95 shares — an estimated $4K sold.

Cedar Mountain Advisors first reported a position in IYH in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 331 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

  • Cedar Mountain Advisors reported no remaining iShares US Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Cedar Mountain Advisors sold 95 iShares US Healthcare ETF shares in Q3 2020, an estimated $4K.
  • Cedar Mountain Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 3 quarters.
  • Cedar Mountain Advisors's iShares US Healthcare ETF position peaked at $4K in Q2 2020.
  • 331 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Cedar Mountain Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.