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Inscription Capital’s iShares US Healthcare ETF IYH Stock Holding History

Inscription Capital’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
Q3 		– Sell
-3,735
Closed -$201K – 230
2022
Q2 		$201K Buy
+3,735
New +$205K 0.04% 239
2022
Q1 		– Sell
-3,735
Closed -$224K – 207
2021
Q4 		$224K Buy
+3,735
New +$213K 0.06% 204
2021
Q3 		– Sell
-8,100
Closed -$442K – 310
2021
Q2 		$442K Buy
+8,100
New +$429K 0.05% 212

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Inscription Capital's IYH Position: Q3 2022 in Review

Inscription Capital sold out of iShares US Healthcare ETF (IYH) in Q3 2022, closing a stake of 3,735 shares — an estimated $201K sold.

Inscription Capital first reported a position in IYH in Q2 2021 and held it in 3 quarters. The position peaked at $442K in Q2 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

  • Inscription Capital reported no remaining iShares US Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Inscription Capital sold 3,735 iShares US Healthcare ETF shares in Q3 2022, an estimated $201K.
  • Inscription Capital first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 3 quarters.
  • Inscription Capital's iShares US Healthcare ETF position peaked at $442K in Q2 2021.
  • 426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Inscription Capital's 13F filing for Q3 2022, filed 14 Nov 2022.