Diversified’s iShares US Healthcare ETF IYH Stock Holding History

Diversified’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	-2,435	Closed	-$111K	–	211
2020 Q4	$111K	Buy	+2,435	New	+$115K	0.09%	134

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

Diversified's IYH Position: Q1 2021 in Review

Diversified sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 2,435 shares — an estimated $111K sold.

Diversified first reported a position in IYH in Q4 2020 and held it in 1 quarter. The position peaked at $111K in Q4 2020. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

Diversified reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
Diversified sold 2,435 iShares US Healthcare ETF shares in Q1 2021, an estimated $111K.
Diversified first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 1 quarter.
Diversified's iShares US Healthcare ETF position peaked at $111K in Q4 2020.
360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.