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FourThought Financial’s iShares US Healthcare ETF IYH Stock Holding History

FourThought Financial’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
-305
Closed -$18K – 1515
2021
Q4 		$18K Hold
305
– – ﹤0.01% 947
2021
Q3 		$16K Buy
+305
New +$17.4K ﹤0.01% 1000

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FourThought Financial's IYH Position: Q1 2022 in Review

FourThought Financial sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 305 shares — an estimated $18K sold.

FourThought Financial first reported a position in IYH in Q3 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

  • FourThought Financial reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 305 iShares US Healthcare ETF shares in Q1 2022, an estimated $18K.
  • FourThought Financial first reported a position in iShares US Healthcare ETF in Q3 2021 and held it in 2 quarters.
  • FourThought Financial's iShares US Healthcare ETF position peaked at $18K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.