First Allied Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

First Allied Advisory Services’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	$1.78M	Sell	39,120 -15,645	-29%	-$708K	0.06%	322
2020 Q2	$2.36M	Sell	54,765 -3,345	-6%	-$141K	0.09%	239
2020 Q1	$2.18M	Sell	58,110 -3,795	-6%	-$156K	0.09%	228
2019 Q4	$2.67M	Buy	61,905 +23,885	+63%	+$965K	0.09%	251
2019 Q3	$1.44M	Sell	38,020 -3,225	-8%	-$124K	0.05%	376
2019 Q2	$1.61M	Sell	41,245 -49,405	-55%	-$1.87M	0.06%	340
2019 Q1	$3.51M	Buy	90,650 +38,240	+73%	+$1.45M	0.12%	197
2018 Q4	$1.89M	Buy	52,410 +2,530	+5%	+$96.9K	0.07%	282
2018 Q3	$2.01M	Buy	49,880 +2,340	+5%	+$90.3K	0.07%	295
2018 Q2	$1.7M	Buy	47,540 +8,305	+21%	+$293K	0.06%	317
2018 Q1	$1.36M	Sell	39,235 -7,110	-15%	-$256K	0.05%	372
2017 Q4	$1.61M	Buy	46,345 +10,930	+31%	+$379K	0.06%	323
2017 Q3	$1.22M	Buy	35,415 +2,065	+6%	+$69.6K	0.05%	362
2017 Q2	$1.11M	Sell	33,350 -3,230	-9%	-$103K	0.05%	392
2017 Q1	$1.14M	Buy	36,580 +5,410	+17%	+$165K	0.06%	334
2016 Q4	$899K	Buy	31,170 +425	+1%	+$12.3K	0.05%	418
2016 Q3	$924K	Buy	30,745 +90	+0.3%	+$2.75K	0.05%	382
2016 Q2	$912K	Sell	30,655 -4,170	-12%	-$122K	0.05%	380
2016 Q1	$977K	Sell	34,825 -14,310	-29%	-$396K	0.05%	349
2015 Q4	$1.48M	Sell	49,135 -15,505	-24%	-$461K	0.08%	281
2015 Q3	$1.8M	Sell	64,640 -84,140	-57%	-$2.62M	0.1%	239
2015 Q2	$4.72M	Buy	148,780 +5,685	+4%	+$179K	0.21%	128
2015 Q1	$4.41M	Sell	143,095 -35,465	-20%	-$1.07M	0.29%	77
2014 Q4	$5.15M	Sell	178,560 -23,500	-12%	-$662K	0.37%	53
2014 Q3	$5.43M	Buy	202,060 +117,170	+138%	+$3.09M	0.43%	45
2014 Q2	$2.17M	Sell	84,890 -122,815	-59%	-$3.03M	0.16%	162
2014 Q1	$5.1M	Buy	207,705 +23,565	+13%	+$573K	0.38%	51
2013 Q4	$4.29M	Buy	184,140 +12,895	+8%	+$290K	0.34%	64
2013 Q3	$3.67M	Buy	171,245 +110,800	+183%	+$2.35M	0.21%	124
2013 Q2	$1.21M	Buy	+60,445	New	+$1.22M	0.1%	236

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

First Allied Advisory Services's IYH Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 29% in Q3 2020, selling an estimated $708K and leaving 39,120 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #322.

First Allied Advisory Services first reported a position in IYH in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.43M in Q3 2014. 330 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

First Allied Advisory Services held 39,120 shares of iShares US Healthcare ETF worth $1.78M as of Q3 2020.
First Allied Advisory Services sold 15,645 iShares US Healthcare ETF shares in Q3 2020, an estimated $708K.
iShares US Healthcare ETF made up 0.06% of First Allied Advisory Services's portfolio in Q3 2020, its #322 holding.
First Allied Advisory Services first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's iShares US Healthcare ETF position peaked at $5.43M in Q3 2014.
330 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.