CSat Investment Advisory’s iShares US Healthcare ETF IYH Stock Holding History

CSat Investment Advisory’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 Q3	–	Sell	-22,015	Closed	-$949K	–	1100
2020 Q2	$949K	Buy	22,015 +4,270	+24%	+$180K	0.12%	90
2020 Q1	$667K	Sell	17,745 -2,000	-10%	-$82.3K	0.14%	95
2019 Q4	$852K	Buy	19,745 +305	+2%	+$12.3K	0.22%	84
2019 Q3	$735K	Sell	19,440 -1,470	-7%	-$56.6K	0.23%	78
2019 Q2	$817K	Sell	20,910 -2,830	-12%	-$107K	0.29%	76
2019 Q1	$920K	Buy	23,740 +7,820	+49%	+$297K	0.47%	58
2018 Q4	$576K	Buy	15,920 +3,600	+29%	+$138K	0.34%	74
2018 Q3	$500K	Buy	12,320 +630	+5%	+$24.3K	0.28%	85
2018 Q2	$417K	Buy	+11,690	New	+$412K	0.22%	90

Other funds holding IYH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

CSat Investment Advisory's IYH Position: Q3 2020 in Review

CSat Investment Advisory sold out of iShares US Healthcare ETF (IYH) in Q3 2020, closing a stake of 22,015 shares — an estimated $949K sold.

CSat Investment Advisory first reported a position in IYH in Q2 2018 and held it in 9 quarters. The position peaked at $949K in Q2 2020. 331 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

CSat Investment Advisory reported no remaining iShares US Healthcare ETF position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 22,015 iShares US Healthcare ETF shares in Q3 2020, an estimated $949K.
CSat Investment Advisory first reported a position in iShares US Healthcare ETF in Q2 2018 and held it in 9 quarters.
CSat Investment Advisory's iShares US Healthcare ETF position peaked at $949K in Q2 2020.
331 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.