Jacobi Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Jacobi Capital Management’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 Q4	–	Sell	-1,400	Closed	-$77K	–	870
2021 Q3	$77K	Buy	1,400 +5	+0.4%	+$286	0.01%	559
2021 Q2	$76K	Buy	1,395 +500	+56%	+$26.5K	0.01%	538
2021 Q1	$45K	Sell	895 -90	-9%	-$4.53K	0.01%	598
2020 Q4	$48K	Hold	985	–	–	0.01%	540
2020 Q3	$45K	Sell	985 -615	-38%	-$27.8K	0.01%	517
2020 Q2	$42K	Buy	1,600 +620	+63%	+$26.2K	0.01%	509
2020 Q1	$37K	Sell	980 -355	-27%	-$14.6K	0.01%	475
2019 Q4	$57K	Buy	1,335 +5	+0.4%	+$202	0.01%	448
2019 Q3	$50K	Buy	1,330 +675	+103%	+$26K	0.01%	461
2019 Q2	$26K	Hold	655	–	–	0.01%	556
2019 Q1	$25K	Hold	655	–	–	0.01%	527
2018 Q4	$24K	Hold	655	–	–	0.01%	499
2018 Q3	$27K	Hold	655	–	–	0.01%	524
2018 Q2	$23K	Hold	655	–	–	0.01%	551
2018 Q1	$22K	Buy	+655	New	+$23.6K	0.01%	542

Other funds holding IYH

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

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

Jacobi Capital Management's IYH Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares US Healthcare ETF (IYH) in Q4 2021, closing a stake of 1,400 shares — an estimated $77K sold.

Jacobi Capital Management first reported a position in IYH in Q1 2018 and held it in 15 quarters. The position peaked at $77K in Q3 2021. 427 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

Jacobi Capital Management reported no remaining iShares US Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 1,400 iShares US Healthcare ETF shares in Q4 2021, an estimated $77K.
Jacobi Capital Management first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 15 quarters.
Jacobi Capital Management's iShares US Healthcare ETF position peaked at $77K in Q3 2021.
427 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.