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

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

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.