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Financial Architects (New Jersey)’s iShares US Healthcare ETF IYH Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-2,280
Closed -$98K – 521
2020
Q2 		$98K Buy
2,280
+15
+0.7% +$633 0.02% 326
2020
Q1 		$85K Hold
2,265
– – 0.02% 318
2019
Q4 		$98K Buy
2,265
+15
+0.7% +$606 0.02% 335
2019
Q3 		$85K Sell
2,250
-230
-9% -$8.85K 0.02% 357
2019
Q2 		$97K Buy
+2,480
New +$93.9K 0.02% 382
2019
Q1 		– Hold
0
– – – 494
2018
Q4 		– Hold
0
– – – 451
2018
Q3 		– Hold
0
– – – 499
2018
Q2 		– Hold
0
– – – 456
2018
Q1 		– Hold
0
– – – 514
2017
Q4 		– Hold
0
– – – 560
2017
Q3 		– Hold
0
– – – 567
2017
Q2 		– Hold
0
– – – 564
2017
Q1 		– Hold
0
– – – 572
2016
Q4 		– Hold
0
– – – 510
2016
Q3 		– Hold
0
– – – 288
2016
Q2 		– Hold
0
– – – 276
2016
Q1 		– Hold
0
– – – 221
2015
Q2 		– Hold
0
– – – 468
2015
Q1 		– Hold
0
– – – 426
2014
Q4 		– Hold
0
– – – 384

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Financial Architects (New Jersey)'s IYH Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares US Healthcare ETF (IYH) in Q3 2020, closing a stake of 2,280 shares — an estimated $98K sold.

Financial Architects (New Jersey) first reported a position in IYH in Q2 2019 and held it in 5 quarters. The position peaked at $98K in Q2 2020. 331 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining iShares US Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,280 iShares US Healthcare ETF shares in Q3 2020, an estimated $98K.
  • Financial Architects (New Jersey) first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s iShares US Healthcare ETF position peaked at $98K in Q2 2020.
  • 331 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.