Clear Perspective Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Clear Perspective 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
2021 Q1	–	Sell	-10,500	Closed	-$516K	–	156
2020 Q4	$516K	Hold	10,500	–	–	0.21%	82
2020 Q3	$524K	Hold	10,500	–	–	0.25%	75
2020 Q2	$453K	Hold	10,500	–	–	0.25%	74
2020 Q1	$394K	Hold	10,500	–	–	0.26%	73
2019 Q4	$453K	Hold	10,500	–	–	0.28%	84
2019 Q3	$397K	Hold	10,500	–	–	0.18%	96
2019 Q2	$410K	Hold	10,500	–	–	0.26%	91
2019 Q1	$407K	Hold	10,500	–	–	0.29%	90
2018 Q4	$380K	Hold	10,500	–	–	0.32%	90
2018 Q3	$426K	Hold	10,500	–	–	0.32%	93
2018 Q2	$374K	Hold	10,500	–	–	0.26%	100
2018 Q1	$362K	Hold	10,500	–	–	0.27%	94
2017 Q4	$366K	Hold	10,500	–	–	0.28%	91
2017 Q3	$361K	Hold	10,500	–	–	0.29%	89
2017 Q2	$349K	Hold	10,500	–	–	0.29%	84
2017 Q1	$327K	Hold	10,500	–	–	0.22%	89
2016 Q4	$303K	Buy	+10,500	New	+$304K	0.2%	104

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clear Perspective Advisors's IYH Position: Q1 2021 in Review

Clear Perspective Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 10,500 shares — an estimated $516K sold.

Clear Perspective Advisors first reported a position in IYH in Q4 2016 and held it in 17 quarters. The position peaked at $524K in Q3 2020. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

Clear Perspective Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
Clear Perspective Advisors sold 10,500 iShares US Healthcare ETF shares in Q1 2021, an estimated $516K.
Clear Perspective Advisors first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 17 quarters.
Clear Perspective Advisors's iShares US Healthcare ETF position peaked at $524K in Q3 2020.
360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.