Claraphi Advisory Network’s iShares US Healthcare ETF IYH Stock Holding History

Claraphi Advisory Network’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	–	Sell	-2,250	Closed	-$85K	–	754
2020 Q1	$85K	Buy	+2,250	New	+$92.5K	0.04%	367
2019 Q4	–	Sell	-2,250	Closed	-$85K	–	316
2019 Q3	$85K	Buy	+2,250	New	+$86.6K	0.05%	252

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

Claraphi Advisory Network's IYH Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares US Healthcare ETF (IYH) in Q2 2020, closing a stake of 2,250 shares — an estimated $85K sold.

Claraphi Advisory Network first reported a position in IYH in Q3 2019 and held it in 2 quarters. The position peaked at $85K in Q1 2020. 329 funds tracked by Wall St. Rank hold IYH as of Q2 2020.

Claraphi Advisory Network reported no remaining iShares US Healthcare ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 2,250 iShares US Healthcare ETF shares in Q2 2020, an estimated $85K.
Claraphi Advisory Network first reported a position in iShares US Healthcare ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's iShares US Healthcare ETF position peaked at $85K in Q1 2020.
329 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.