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

Integer Wealth Advisors 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
2021 Q1	$454K	Buy	8,915 +100	+1%	+$5.03K	0.25%	52
2020 Q4	$440K	Hold	8,815	–	–	0.29%	49
2020 Q3	$401K	Buy	8,815 +240	+3%	+$10.9K	0.37%	42
2020 Q2	$374K	Hold	8,575	–	–	0.38%	40
2020 Q1	$365K	Hold	8,575	–	–	0.41%	40
2019 Q4	$370K	Buy	+8,575	New	+$346K	0.37%	44

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Integer Wealth Advisors Group's IYH Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its iShares US Healthcare ETF (IYH) stake by 1.1% in Q1 2021, buying an estimated $5.03K and bringing the position to 8,915 shares worth $454K. The position accounts for 0.25% of the portfolio, ranked #52.

Integer Wealth Advisors Group first reported a position in IYH in Q4 2019 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

Integer Wealth Advisors Group held 8,915 shares of iShares US Healthcare ETF worth $454K as of Q1 2021.
Integer Wealth Advisors Group bought 100 iShares US Healthcare ETF shares in Q1 2021, an estimated $5.03K.
iShares US Healthcare ETF made up 0.25% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #52 holding.
Integer Wealth Advisors Group first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.