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HBK Sorce Advisory’s iShares US Healthcare ETF IYH Stock Holding History

HBK Sorce Advisory’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
2021
Q1 		– Sell
-7,710
Closed -$379K – 551
2020
Q4 		$379K Buy
7,710
+20
+0.3% +$944 0.02% 326
2020
Q3 		$349K Buy
7,690
+20
+0.3% +$905 0.02% 325
2020
Q2 		$331K Buy
7,670
+20
+0.3% +$844 0.02% 312
2020
Q1 		$288K Buy
7,650
+135
+2% +$5.55K 0.03% 299
2019
Q4 		$324K Buy
7,515
+20
+0.3% +$808 0.03% 331
2019
Q3 		$283K Buy
7,495
+20
+0.3% +$770 0.03% 335
2019
Q2 		$292K Buy
7,475
+10
+0.1% +$379 0.03% 331
2019
Q1 		$289K Buy
7,465
+50
+0.7% +$1.9K 0.03% 343
2018
Q4 		$268K Buy
7,415
+35
+0.5% +$1.34K 0.03% 312
2018
Q3 		$299K Buy
7,380
+20
+0.3% +$772 0.03% 298
2018
Q2 		$262K Hold
7,360
– – 0.03% 326
2018
Q1 		$254K Sell
7,360
-315
-4% -$11.3K 0.03% 317
2017
Q4 		$267K Buy
7,675
+20
+0.3% +$694 0.03% 330
2017
Q3 		$263K Buy
7,655
+10
+0.1% +$337 0.04% 266
2017
Q2 		$254K Hold
7,645
– – 0.04% 262
2017
Q1 		$238K Buy
+7,645
New +$233K 0.04% 269

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HBK Sorce Advisory's IYH Position: Q1 2021 in Review

HBK Sorce Advisory sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 7,710 shares — an estimated $379K sold.

HBK Sorce Advisory first reported a position in IYH in Q1 2017 and held it in 16 quarters. The position peaked at $379K in Q4 2020. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

  • HBK Sorce Advisory reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • HBK Sorce Advisory sold 7,710 iShares US Healthcare ETF shares in Q1 2021, an estimated $379K.
  • HBK Sorce Advisory first reported a position in iShares US Healthcare ETF in Q1 2017 and held it in 16 quarters.
  • HBK Sorce Advisory's iShares US Healthcare ETF position peaked at $379K in Q4 2020.
  • 360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on HBK Sorce Advisory's 13F filing for Q1 2021, filed 14 May 2021.