High Net Worth Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-1,000	Closed	-$56.7K	–	392
2022 Q4	$56.7K	Hold	1,000	–	–	0.02%	307
2022 Q3	$51K	Hold	1,000	–	–	0.02%	319
2022 Q2	$54K	Hold	1,000	–	–	0.02%	312
2022 Q1	$58K	Hold	1,000	–	–	0.02%	319
2021 Q4	$60K	Buy	+1,000	New	+$57.1K	0.02%	327

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

High Net Worth Advisory Group's IYH Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 1,000 shares — an estimated $56.7K sold.

High Net Worth Advisory Group first reported a position in IYH in Q4 2021 and held it in 5 quarters. The position peaked at $60K in Q4 2021. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,000 iShares US Healthcare ETF shares in Q1 2023, an estimated $56.7K.
High Net Worth Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares US Healthcare ETF position peaked at $60K in Q4 2021.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.