Ford Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-340	Closed	-$20K	–	304
2021 Q4	$20K	Buy	+340	New	+$19.4K	﹤0.01%	288
2021 Q3	–	Sell	-340	Closed	-$18K	–	318
2021 Q2	$18K	Buy	+340	New	+$18K	0.01%	296

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

RJFSA

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

Ford Financial Group's IYH Position: Q1 2022 in Review

Ford Financial Group sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 340 shares — an estimated $20K sold.

Ford Financial Group first reported a position in IYH in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 422 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Ford Financial Group reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 340 iShares US Healthcare ETF shares in Q1 2022, an estimated $20K.
Ford Financial Group first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 2 quarters.
Ford Financial Group's iShares US Healthcare ETF position peaked at $20K in Q4 2021.
422 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.