Financial Life Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Financial Life 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
2024 Q2	–	Sell	-4,660	Closed	-$288K	–	60
2024 Q1	$288K	Sell	4,660 -9,490	-67%	-$571K	0.12%	51
2023 Q4	$810K	Sell	14,150 -57,330	-80%	-$3.12M	0.35%	32
2023 Q3	$3.86M	Buy	71,480 +2,315	+3%	+$129K	1.66%	16
2023 Q2	$3.88M	Buy	69,165 +14,215	+26%	+$790K	1.62%	17
2023 Q1	$3M	Buy	54,950 +7,285	+15%	+$400K	1.29%	22
2022 Q4	$2.7M	Buy	47,665 +42,360	+798%	+$2.34M	1.25%	22
2022 Q3	$268K	Buy	+5,305	New	+$287K	0.13%	59

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

Financial Life Advisors's IYH Position: Q2 2024 in Review

Financial Life Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 4,660 shares — an estimated $288K sold.

Financial Life Advisors first reported a position in IYH in Q3 2022 and held it in 7 quarters. The position peaked at $3.88M in Q2 2023. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

Financial Life Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
Financial Life Advisors sold 4,660 iShares US Healthcare ETF shares in Q2 2024, an estimated $288K.
Financial Life Advisors first reported a position in iShares US Healthcare ETF in Q3 2022 and held it in 7 quarters.
Financial Life Advisors's iShares US Healthcare ETF position peaked at $3.88M in Q2 2023.
493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Financial Life Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.