HWA
IYH icon

HCR Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

HCR Wealth Advisors’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
Q4 		– Sell
-3,870
Closed -$214K – 206
2021
Q3 		$214K Buy
+3,870
New +$221K 0.04% 187
2021
Q1 		– Sell
-13,340
Closed -$656K – 225
2020
Q4 		$656K Buy
13,340
+1,650
+14% +$77.9K 0.14% 105
2020
Q3 		$531K Buy
11,690
+11,420
+4,230% +$517K 0.12% 101
2020
Q2 		$12K Hold
270
– – ﹤0.01% 220
2020
Q1 		$10K Sell
270
-11,470
-98% -$472K ﹤0.01% 209
2019
Q4 		$507K Buy
+11,740
New +$474K 0.12% 97
2019
Q3 		– Sell
-11,470
Closed -$448K – 155
2019
Q2 		$448K Sell
11,470
-2,225
-16% -$84.2K 0.13% 103
2019
Q1 		$529K Buy
+13,695
New +$520K 0.15% 100

Other funds holding IYH

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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