Dowling & Yahnke’s iShares US Healthcare ETF IYH Stock Holding History

Dowling & Yahnke’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	$247K	Sell	4,875 -130	-3%	-$7.02K	0.01%	330
2022 Q2	$269K	Sell	5,005 -195	-4%	-$10.7K	0.01%	323
2022 Q1	$300K	Hold	5,200	–	–	0.01%	314
2021 Q4	$312K	Hold	5,200	–	–	0.02%	315
2021 Q3	$287K	Hold	5,200	–	–	0.02%	314
2021 Q2	$284K	Sell	5,200 -325	-6%	-$17.2K	0.02%	315
2021 Q1	$279K	Hold	5,525	–	–	0.02%	300
2020 Q4	$272K	Buy	5,525 +200	+4%	+$9.44K	0.02%	291
2020 Q3	$242K	Sell	5,325 -535	-9%	-$24.2K	0.02%	286
2020 Q2	$253K	Buy	5,860 +235	+4%	+$9.92K	0.02%	280
2020 Q1	$211K	Hold	5,625	–	–	0.02%	280
2019 Q4	$243K	Sell	5,625 -75	-1%	-$3.03K	0.02%	283
2019 Q3	$216K	Sell	5,700 -225	-4%	-$8.66K	0.02%	292
2019 Q2	$231K	Buy	5,925 +250	+4%	+$9.46K	0.02%	275
2019 Q1	$220K	Sell	5,675 -700	-11%	-$26.6K	0.02%	249
2018 Q4	$256K	Buy	+6,375	New	+$244K	0.03%	231

Other funds holding IYH

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

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

Dowling & Yahnke's IYH Position: Q3 2022 in Review

Dowling & Yahnke reduced its iShares US Healthcare ETF (IYH) stake by 2.6% in Q3 2022, selling an estimated $7.02K and leaving 4,875 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #330.

Dowling & Yahnke first reported a position in IYH in Q4 2018 and has held it in 16 quarters since. The position peaked at $312K in Q4 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

Dowling & Yahnke held 4,875 shares of iShares US Healthcare ETF worth $247K as of Q3 2022.
Dowling & Yahnke sold 130 iShares US Healthcare ETF shares in Q3 2022, an estimated $7.02K.
iShares US Healthcare ETF made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #330 holding.
Dowling & Yahnke first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 16 quarters since.
Dowling & Yahnke's iShares US Healthcare ETF position peaked at $312K in Q4 2021.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.