Dynamic Advisor Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Dynamic Advisor Solutions’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
2023 Q1	–	Sell	-3,825	Closed	-$217K	–	780
2022 Q4	$217K	Buy	+3,825	New	+$211K	0.01%	646
2022 Q3	–	Sell	-3,825	Closed	-$206K	–	718
2022 Q2	$206K	Buy	+3,825	New	+$210K	0.02%	644
2021 Q4	–	Sell	-3,710	Closed	-$205K	–	764
2021 Q3	$205K	Sell	3,710 -125	-3%	-$7.15K	0.02%	692
2021 Q2	$209K	Buy	+3,835	New	+$203K	0.02%	660
2021 Q1	–	Sell	-4,425	Closed	-$218K	–	727
2020 Q4	$218K	Hold	4,425	–	–	0.02%	575
2020 Q3	$201K	Buy	+4,425	New	+$200K	0.02%	528
2018 Q4	–	Sell	-60,315	Closed	-$2.45M	–	434
2018 Q3	$2.45M	Buy	60,315 +23,685	+65%	+$914K	0.51%	49
2018 Q2	$1.31M	Buy	36,630 +2,040	+6%	+$71.9K	0.3%	101
2018 Q1	$1.19M	Buy	+34,590	New	+$1.24M	0.31%	98

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dynamic Advisor Solutions's IYH Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 3,825 shares — an estimated $217K sold.

Dynamic Advisor Solutions first reported a position in IYH in Q1 2018 and held it in 9 quarters. The position peaked at $2.45M in Q3 2018. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

Dynamic Advisor Solutions reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 3,825 iShares US Healthcare ETF shares in Q1 2023, an estimated $217K.
Dynamic Advisor Solutions first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 9 quarters.
Dynamic Advisor Solutions's iShares US Healthcare ETF position peaked at $2.45M in Q3 2018.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.