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Clear Creek Financial Management’s iShares US Healthcare ETF IYH Stock Holding History

Clear Creek Financial Management’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
Q3 		– Sell
-4,350
Closed -$237K – 349
2021
Q2 		$237K Buy
+4,350
New +$230K 0.04% 263
2021
Q1 		– Sell
-4,185
Closed -$205K – 158
2020
Q4 		$205K Buy
+4,185
New +$198K 0.04% 273

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clear Creek Financial Management's IYH Position: Q3 2021 in Review

Clear Creek Financial Management sold out of iShares US Healthcare ETF (IYH) in Q3 2021, closing a stake of 4,350 shares — an estimated $237K sold.

Clear Creek Financial Management first reported a position in IYH in Q4 2020 and held it in 2 quarters. The position peaked at $237K in Q2 2021. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

  • Clear Creek Financial Management reported no remaining iShares US Healthcare ETF position as of Q3 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 4,350 iShares US Healthcare ETF shares in Q3 2021, an estimated $237K.
  • Clear Creek Financial Management first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 2 quarters.
  • Clear Creek Financial Management's iShares US Healthcare ETF position peaked at $237K in Q2 2021.
  • 382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.