IBEX Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

IBEX 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
2023 Q1	–	Sell	-21,470	Closed	-$1.22M	–	127
2022 Q4	$1.22M	Sell	21,470 -19,960	-48%	-$1.1M	0.28%	84
2022 Q3	$2.1M	Buy	+41,430	New	+$2.24M	0.54%	63
2022 Q2	–	Sell	-3,820	Closed	-$221K	–	169
2022 Q1	$221K	Sell	3,820 -250	-6%	-$14K	0.04%	155
2021 Q4	$244K	Sell	4,070 -135	-3%	-$7.71K	0.04%	162
2021 Q3	$232K	Buy	4,205 +5	+0.1%	+$286	0.04%	163
2021 Q2	$229K	Buy	+4,200	New	+$222K	0.05%	165
2019 Q3	–	Sell	-5,270	Closed	-$205K	–	234
2019 Q2	$205K	Buy	+5,270	New	+$199K	0.06%	132
2017 Q1	–	Sell	-5,245	Closed	-$153K	–	227
2016 Q4	$153K	Buy	+5,245	New	+$152K	0.07%	122

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

IBEX Wealth Advisors's IYH Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 21,470 shares — an estimated $1.22M sold.

IBEX Wealth Advisors first reported a position in IYH in Q4 2016 and held it in 8 quarters. The position peaked at $2.1M in Q3 2022. 475 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

IBEX Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
IBEX Wealth Advisors sold 21,470 iShares US Healthcare ETF shares in Q1 2023, an estimated $1.22M.
IBEX Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 8 quarters.
IBEX Wealth Advisors's iShares US Healthcare ETF position peaked at $2.1M in Q3 2022.
475 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.