Danda Trouve Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Danda Trouve Investment 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
2022 Q3	$38K	Hold	760	–	–	0.07%	50
2022 Q2	$41K	Buy	760 +5	+0.7%	+$274	0.06%	50
2022 Q1	$44K	Hold	755	–	–	0.06%	61
2021 Q4	$45K	Buy	755 +5	+0.7%	+$286	0.05%	74
2021 Q3	$41K	Hold	750	–	–	0.05%	74
2021 Q2	$41K	Hold	750	–	–	0.05%	67
2021 Q1	$38K	Hold	750	–	–	0.05%	64
2020 Q4	$37K	Buy	750 +5	+0.7%	+$236	0.05%	75
2020 Q3	$34K	Hold	745	–	–	0.05%	71
2020 Q2	$32K	Buy	745 +5	+0.7%	+$211	0.05%	64
2020 Q1	$28K	Hold	740	–	–	0.06%	68
2019 Q4	$32K	Buy	+740	New	+$29.9K	0.05%	73

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Danda Trouve Investment Management's IYH Position: Q3 2022 in Review

Danda Trouve Investment Management held its iShares US Healthcare ETF (IYH) position steady in Q3 2022 at 760 shares worth $38K. The position accounts for 0.07% of the portfolio, ranked #50.

Danda Trouve Investment Management first reported a position in IYH in Q4 2019 and has held it in 12 quarters since. The position peaked at $45K in Q4 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

Danda Trouve Investment Management held 760 shares of iShares US Healthcare ETF worth $38K as of Q3 2022.
Danda Trouve Investment Management left its iShares US Healthcare ETF share count unchanged in Q3 2022.
iShares US Healthcare ETF made up 0.07% of Danda Trouve Investment Management's portfolio in Q3 2022, its #50 holding.
Danda Trouve Investment Management first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's iShares US Healthcare ETF position peaked at $45K in Q4 2021.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.