Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,850
| Closed | -$111K | – | 273 |
|
|
2021
Q4 | $111K | Hold |
1,850
| – | – | 0.02% | 128 |
|
|
2021
Q3 | $102K | Hold |
1,850
| – | – | 0.02% | 131 |
|
|
2021
Q2 | $101K | Hold |
1,850
| – | – | 0.02% | 135 |
|
|
2021
Q1 | $93K | Hold |
1,850
| – | – | 0.02% | 145 |
|
|
2020
Q4 | $91K | Hold |
1,850
| – | – | 0.02% | 142 |
|
|
2020
Q3 | $84K | Hold |
1,850
| – | – | 0.02% | 160 |
|
|
2020
Q2 | $80K | Hold |
1,850
| – | – | 0.02% | 226 |
|
|
2020
Q1 | $70K | Hold |
1,850
| – | – | 0.02% | 204 |
|
|
2019
Q4 | $80K | Hold |
1,850
| – | – | 0.02% | 216 |
|
|
2019
Q3 | $69K | Hold |
1,850
| – | – | 0.02% | 219 |
|
|
2019
Q2 | $72K | Hold |
1,850
| – | – | 0.02% | 222 |
|
|
2019
Q1 | $72K | Hold |
1,850
| – | – | 0.02% | 208 |
|
|
2018
Q4 | $67K | Hold |
1,850
| – | – | 0.02% | 219 |
|
|
2018
Q3 | $75K | Hold |
1,850
| – | – | 0.02% | 223 |
|
|
2018
Q2 | $66K | Hold |
1,850
| – | – | 0.02% | 219 |
|
|
2018
Q1 | $64K | Hold |
1,850
| – | – | 0.02% | 205 |
|
|
2017
Q4 | $64K | Hold |
1,850
| – | – | 0.02% | 202 |
|
|
2017
Q3 | $63K | Hold |
1,850
| – | – | 0.02% | 201 |
|
|
2017
Q2 | $62K | Hold |
1,850
| – | – | 0.02% | 203 |
|
|
2017
Q1 | $58K | Hold |
1,850
| – | – | 0.02% | 198 |
|
|
2016
Q4 | $53K | Hold |
1,850
| – | – | 0.02% | 183 |
|
|
2016
Q3 | $56K | Hold |
1,850
| – | – | 0.02% | 170 |
|
|
2016
Q2 | $55K | Hold |
1,850
| – | – | 0.02% | 166 |
|
|
2016
Q1 | $52K | Sell |
1,850
-1,500
| -45% | -$41.5K | 0.02% | 170 |
|
|
2015
Q4 | $101K | Hold |
3,350
| – | – | 0.04% | 141 |
|
|
2015
Q3 | $93K | Hold |
3,350
| – | – | 0.04% | 138 |
|
|
2015
Q2 | $106K | Hold |
3,350
| – | – | 0.04% | 138 |
|
|
2015
Q1 | $104K | Hold |
3,350
| – | – | 0.03% | 132 |
|
|
2014
Q4 | $97K | Hold |
3,350
| – | – | 0.04% | 146 |
|
|
2014
Q3 | $90K | Hold |
3,350
| – | – | 0.03% | 136 |
|
|
2014
Q2 | $86K | Hold |
3,350
| – | – | 0.04% | 142 |
|
|
2014
Q1 | $82K | Hold |
3,350
| – | – | 0.03% | 141 |
|
|
2013
Q4 | $78K | Hold |
3,350
| – | – | 0.04% | 139 |
|
|
2013
Q3 | $72K | Hold |
3,350
| – | – | 0.04% | 117 |
|
|
2013
Q2 | $68K | Buy |
+3,350
| New | +$67.4K | 0.05% | 108 |
|
Other funds holding IYH
RJFSA
Edge Wealth Management's IYH Position: Q1 2022 in Review
Edge Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 1,850 shares — an estimated $111K sold.
Edge Wealth Management first reported a position in IYH in Q2 2013 and held it in 35 quarters. The position peaked at $111K in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.
- Edge Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 1,850 iShares US Healthcare ETF shares in Q1 2022, an estimated $111K.
- Edge Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 35 quarters.
- Edge Wealth Management's iShares US Healthcare ETF position peaked at $111K in Q4 2021.
- 423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.