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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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. 330 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.
330 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.