Gemmer Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Gemmer Asset Management’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 Q2	–	Sell	-200	Closed	-$11K	–	616
2022 Q1	$11K	Hold	200	–	–	﹤0.01%	672
2021 Q4	$12K	Hold	200	–	–	﹤0.01%	664
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	665
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	741
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	763
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	695
2020 Q3	$9K	Hold	200	–	–	﹤0.01%	654
2020 Q2	$9K	Hold	200	–	–	﹤0.01%	640
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	599
2019 Q4	$9K	Hold	200	–	–	﹤0.01%	687
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	752
2019 Q2	$8K	Buy	+200	New	+$7.57K	﹤0.01%	747

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

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

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

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

RJFSA

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

Gemmer Asset Management's IYH Position: Q2 2022 in Review

Gemmer Asset Management sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 200 shares — an estimated $11K sold.

Gemmer Asset Management first reported a position in IYH in Q2 2019 and held it in 12 quarters. The position peaked at $12K in Q4 2021. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

Gemmer Asset Management reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 200 iShares US Healthcare ETF shares in Q2 2022, an estimated $11K.
Gemmer Asset Management first reported a position in iShares US Healthcare ETF in Q2 2019 and held it in 12 quarters.
Gemmer Asset Management's iShares US Healthcare ETF position peaked at $12K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.