F
IYH icon

F3Logic’s iShares US Healthcare ETF IYH Stock Holding History

F3Logic’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 		$1.11M Sell
19,490
-755
-4% -$41.7K 0.23% 47
2022
Q3 		$1.03M Sell
20,245
-975
-5% -$52.7K 0.21% 57
2022
Q2 		$1.14M Sell
21,220
-2,240
-10% -$123K 0.2% 60
2022
Q1 		$1.35M Sell
23,460
-1,505
-6% -$84K 0.2% 64
2021
Q4 		$1.5M Buy
24,965
+3,510
+16% +$201K 0.18% 102
2021
Q3 		$1.18M Buy
21,455
+2,140
+11% +$122K 0.16% 101
2021
Q2 		$1.05M Buy
19,315
+505
+3% +$26.7K 0.13% 102
2021
Q1 		$950K Sell
18,810
-245
-1% -$12.3K 0.14% 106
2020
Q4 		$935K Sell
19,055
-860
-4% -$40.6K 0.13% 105
2020
Q3 		$905 Buy
19,915
+3,015
+18% +$136K 0.02% 293
2020
Q2 		$729K Buy
+16,900
New +$713K 0.13% 93
2020
Q1 		– Sell
-7,655
Closed -$331K – 155
2019
Q4 		$331K Sell
7,655
-4,225
-36% -$171K 0.06% 124
2019
Q3 		$448K Buy
11,880
+30
+0.3% +$1.16K 0.1% 103
2019
Q2 		$463K Sell
11,850
-485
-4% -$18.4K 0.09% 136
2019
Q1 		$478K Buy
12,335
+15
+0.1% +$570 0.1% 130
2018
Q4 		$445K Buy
12,320
+5,000
+68% +$192K 0.13% 107
2018
Q3 		$298K Buy
7,320
+1,500
+26% +$57.9K 0.41% 58
2018
Q2 		$208K Hold
5,820
– – 0.15% 99
2018
Q1 		$201K Buy
+5,820
New +$209K 0.15% 102

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

F3Logic's IYH Position: Q4 2022 in Review

F3Logic reduced its iShares US Healthcare ETF (IYH) stake by 3.7% in Q4 2022, selling an estimated $41.7K and leaving 19,490 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #47.

F3Logic first reported a position in IYH in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.5M in Q4 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

  • F3Logic held 19,490 shares of iShares US Healthcare ETF worth $1.11M as of Q4 2022.
  • F3Logic sold 755 iShares US Healthcare ETF shares in Q4 2022, an estimated $41.7K.
  • iShares US Healthcare ETF made up 0.23% of F3Logic's portfolio in Q4 2022, its #47 holding.
  • F3Logic first reported a position in iShares US Healthcare ETF in Q1 2018 and has held it in 19 quarters since.
  • F3Logic's iShares US Healthcare ETF position peaked at $1.5M in Q4 2021.
  • 488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on F3Logic's 13F filing for Q4 2022, filed 14 Feb 2023.