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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

HCR Wealth Advisors's IYH Position: Q4 2021 in Review

HCR Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2021, closing a stake of 3,870 shares — an estimated $214K sold.

HCR Wealth Advisors first reported a position in IYH in Q1 2019 and held it in 8 quarters. The position peaked at $656K in Q4 2020. 426 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

HCR Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2021 after selling out during the quarter.
HCR Wealth Advisors sold 3,870 iShares US Healthcare ETF shares in Q4 2021, an estimated $214K.
HCR Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2019 and held it in 8 quarters.
HCR Wealth Advisors's iShares US Healthcare ETF position peaked at $656K in Q4 2020.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on HCR Wealth Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.