Ellis Investment Partners’s iShares US Healthcare ETF IYH Stock Holding History

Ellis Investment Partners’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 Q4	–	Sell	-350	Closed	-$17K	–	469
2022 Q3	$17K	Hold	350	–	–	﹤0.01%	506
2022 Q2	$18K	Hold	350	–	–	﹤0.01%	513
2022 Q1	$20K	Hold	350	–	–	﹤0.01%	527
2021 Q4	$21K	Hold	350	–	–	﹤0.01%	530
2021 Q3	$19K	Buy	350 +5	+1%	+$286	﹤0.01%	517
2021 Q2	$19K	Sell	345 -5	-1%	-$265	﹤0.01%	519
2021 Q1	$18K	Hold	350	–	–	0.01%	504
2020 Q4	$17K	Buy	350 +5	+1%	+$236	0.01%	501
2020 Q3	$15K	Hold	345	–	–	0.01%	508
2020 Q2	$14K	Buy	345 +5	+1%	+$211	0.01%	493
2020 Q1	$12K	Hold	340	–	–	0.01%	461
2019 Q4	$14K	Hold	340	–	–	﹤0.01%	484
2019 Q3	$12K	Hold	340	–	–	﹤0.01%	505
2019 Q2	$13K	Buy	+340	New	+$12.9K	﹤0.01%	493

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ellis Investment Partners's IYH Position: Q4 2022 in Review

Ellis Investment Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 350 shares — an estimated $17K sold.

Ellis Investment Partners first reported a position in IYH in Q2 2019 and held it in 14 quarters. The position peaked at $21K in Q4 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Ellis Investment Partners reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 350 iShares US Healthcare ETF shares in Q4 2022, an estimated $17K.
Ellis Investment Partners first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 14 quarters.
Ellis Investment Partners's iShares US Healthcare ETF position peaked at $21K in Q4 2021.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.