Certified Advisory Corp’s iShares US Healthcare ETF IYH Stock Holding History

Certified Advisory Corp’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 Q2	$29K	Hold	670	–	–	0.01%	382
2020 Q1	$25K	Buy	670 +5	+0.8%	+$206	0.01%	379
2019 Q4	$29K	Hold	665	–	–	0.01%	397
2019 Q3	$25K	Buy	665 +5	+0.8%	+$192	0.01%	439
2019 Q2	$26K	Hold	660	–	–	0.01%	434
2019 Q1	$26K	Buy	660 +5	+0.8%	+$190	0.01%	402
2018 Q4	$24K	Buy	655 +5	+0.8%	+$192	0.01%	391
2018 Q3	$26K	Buy	650 +5	+0.8%	+$193	0.01%	396
2018 Q2	$23K	Hold	645	–	–	0.01%	401
2018 Q1	$22K	Hold	645	–	–	0.01%	393
2017 Q4	$22K	Buy	+645	New	+$22.4K	0.02%	350

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Certified Advisory Corp's IYH Position: Q2 2020 in Review

Certified Advisory Corp held its iShares US Healthcare ETF (IYH) position steady in Q2 2020 at 670 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #382.

Certified Advisory Corp first reported a position in IYH in Q4 2017 and has held it in 11 quarters since. 329 funds tracked by Wall St. Rank hold IYH as of Q2 2020.

Certified Advisory Corp held 670 shares of iShares US Healthcare ETF worth $29K as of Q2 2020.
Certified Advisory Corp left its iShares US Healthcare ETF share count unchanged in Q2 2020.
iShares US Healthcare ETF made up 0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #382 holding.
Certified Advisory Corp first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 11 quarters since.
329 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.