Colony Group’s iShares US Healthcare ETF IYH Stock Holding History

Colony Group’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 Q4	–	Sell	-9,415	Closed	-$520K	–	830
2021 Q3	$520K	Hold	9,415	–	–	0.01%	564
2021 Q2	$514K	Buy	+9,415	New	+$498K	0.01%	520
2020 Q2	–	Sell	-10,780	Closed	-$405K	–	706
2020 Q1	$405K	Buy	10,780 +415	+4%	+$17.1K	0.01%	498
2019 Q4	$447K	Sell	10,365 -35	-0.3%	-$1.41K	0.01%	549
2019 Q3	$393K	Hold	10,400	–	–	0.01%	534
2019 Q2	$406K	Hold	10,400	–	–	0.01%	547
2019 Q1	$403K	Buy	+10,400	New	+$395K	0.02%	447
2014 Q4	–	Sell	-990	Closed	-$27K	–	807
2014 Q3	$27K	Sell	990 -150	-13%	-$3.95K	﹤0.01%	489
2014 Q2	$29K	Sell	1,140 -35	-3%	-$864	﹤0.01%	387
2014 Q1	$29K	Buy	1,175 +645	+122%	+$15.7K	﹤0.01%	387
2013 Q4	$12K	Buy	+530	New	+$11.9K	﹤0.01%	466

Other funds holding IYH

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Colony Group's IYH Position: Q4 2021 in Review

Colony Group sold out of iShares US Healthcare ETF (IYH) in Q4 2021, closing a stake of 9,415 shares — an estimated $520K sold.

Colony Group first reported a position in IYH in Q4 2013 and held it in 11 quarters. The position peaked at $520K in Q3 2021. 427 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

Colony Group reported no remaining iShares US Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Colony Group sold 9,415 iShares US Healthcare ETF shares in Q4 2021, an estimated $520K.
Colony Group first reported a position in iShares US Healthcare ETF in Q4 2013 and held it in 11 quarters.
Colony Group's iShares US Healthcare ETF position peaked at $520K in Q3 2021.
427 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Colony Group's 13F filing for Q4 2021, filed 15 Feb 2022.