Heritage Wealth Management (Arizona)’s iShares US Healthcare ETF IYH Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$56.7K	Buy	1,000 +500	+100%	+$27.6K	0.01%	483
2022 Q3	$25K	Hold	500	–	–	0.01%	498
2022 Q2	$26.9K	Hold	500	–	–	0.01%	500
2022 Q1	$29K	Buy	+500	New	+$27.9K	0.01%	542
2021 Q3	$28K	Hold	500	–	–	0.01%	514
2021 Q2	$27K	Hold	500	–	–	0.01%	519
2021 Q1	$25K	Buy	+500	New	+$25.1K	0.01%	462

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IYH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Healthcare ETF (IYH) stake by 100% in Q4 2022, buying an estimated $27.6K and bringing the position to 1,000 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #483.

Heritage Wealth Management (Arizona) first reported a position in IYH in Q1 2021 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,000 shares of iShares US Healthcare ETF worth $56.7K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 500 iShares US Healthcare ETF shares in Q4 2022, an estimated $27.6K.
iShares US Healthcare ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #483 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 7 quarters since.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.