Homrich & Berg’s iShares US Healthcare ETF IYH Stock Holding History

Homrich & Berg’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 Q3	$496K	Hold	8,990	–	–	0.01%	301
2021 Q2	$491K	Sell	8,990 -410	-4%	-$21.7K	0.01%	300
2021 Q1	$475K	Buy	9,400 +410	+5%	+$20.6K	0.01%	278
2020 Q4	$442K	Buy	8,990 +765	+9%	+$36.1K	0.01%	284
2020 Q3	$374K	Sell	8,225 -1,480	-15%	-$67K	0.01%	245
2020 Q2	$419K	Buy	9,705 +1,870	+24%	+$78.9K	0.02%	217
2020 Q1	$294K	Hold	7,835	–	–	0.02%	239
2019 Q4	$338K	Buy	7,835 +1,580	+25%	+$63.8K	0.02%	282
2019 Q3	$237K	Sell	6,255 -305	-5%	-$11.7K	0.01%	310
2019 Q2	$256K	Buy	6,560 +305	+5%	+$11.5K	0.01%	303
2019 Q1	$242K	Hold	6,255	–	–	0.01%	293
2018 Q4	$226K	Buy	6,255 +840	+16%	+$32.2K	0.01%	271
2018 Q3	$220K	Buy	+5,415	New	+$209K	0.01%	300

Other funds holding IYH

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Homrich & Berg's IYH Position: Q3 2021 in Review

Homrich & Berg held its iShares US Healthcare ETF (IYH) position steady in Q3 2021 at 8,990 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #301.

Homrich & Berg first reported a position in IYH in Q3 2018 and has held it in 13 quarters since. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

Homrich & Berg held 8,990 shares of iShares US Healthcare ETF worth $496K as of Q3 2021.
Homrich & Berg left its iShares US Healthcare ETF share count unchanged in Q3 2021.
iShares US Healthcare ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #301 holding.
Homrich & Berg first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 13 quarters since.
382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.