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Elm Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-1,325
Closed -$65K – 180
2020
Q4 		$65K Buy
+1,325
New +$62.5K 0.04% 147
2018
Q4 		– Sell
-2,075
Closed -$84K – 178
2018
Q3 		$84K Buy
+2,075
New +$80K 0.06% 128

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Elm Advisors's IYH Position: Q1 2021 in Review

Elm Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 1,325 shares — an estimated $65K sold.

Elm Advisors first reported a position in IYH in Q3 2018 and held it in 2 quarters. The position peaked at $84K in Q3 2018. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

  • Elm Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 1,325 iShares US Healthcare ETF shares in Q1 2021, an estimated $65K.
  • Elm Advisors first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares US Healthcare ETF position peaked at $84K in Q3 2018.
  • 360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.