Howe & Rusling’s iShares US Healthcare ETF IYH Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-100	Closed	-$5K	–	989
2021 Q1	$5K	Sell	100 -60	-38%	-$3.02K	﹤0.01%	623
2020 Q4	$8K	Buy	+160	New	+$7.55K	﹤0.01%	517
2020 Q2	–	Sell	-220	Closed	-$8K	–	853
2020 Q1	$8K	Sell	220 -215	-49%	-$8.84K	﹤0.01%	449
2019 Q4	$19K	Hold	435	–	–	﹤0.01%	381
2019 Q3	$17K	Hold	435	–	–	﹤0.01%	407
2019 Q2	$17K	Hold	435	–	–	﹤0.01%	385
2019 Q1	$17K	Hold	435	–	–	﹤0.01%	391
2018 Q4	$16K	Hold	435	–	–	﹤0.01%	379
2018 Q3	$18K	Hold	435	–	–	﹤0.01%	405
2018 Q2	$16K	Hold	435	–	–	﹤0.01%	384
2018 Q1	$15K	Sell	435 -425	-49%	-$15.3K	﹤0.01%	431
2017 Q4	$30K	Hold	860	–	–	0.01%	345
2017 Q3	$30K	Hold	860	–	–	0.01%	342
2017 Q2	$29K	Hold	860	–	–	0.01%	327
2017 Q1	$27K	Sell	860 -250	-23%	-$7.63K	0.01%	333
2016 Q4	$32K	Hold	1,110	–	–	0.01%	312
2016 Q3	$33K	Hold	1,110	–	–	0.01%	304
2016 Q2	$33K	Hold	1,110	–	–	0.01%	274
2016 Q1	$31K	Buy	+1,110	New	+$30.7K	0.01%	334

Other funds holding IYH

Bank of America

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

Bank of Montreal

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return