JGP Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

JGP Wealth 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 Q3	–	Sell	-4,325	Closed	-$236K	–	158
2021 Q2	$236K	Sell	4,325 -285,520	-99%	-$15.1M	0.05%	146
2021 Q1	$14.6M	Sell	289,845 -2,525	-0.9%	-$127K	3.28%	5
2020 Q4	$14.8M	Buy	292,370 +17,275	+6%	+$815K	3.42%	5
2020 Q3	$12.7M	Buy	275,095 +10,695	+4%	+$484K	3.38%	6
2020 Q2	$11.6M	Buy	264,400 +98,240	+59%	+$4.15M	3.42%	5
2020 Q1	$6.64M	Buy	+166,160	New	+$6.83M	2.35%	6

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JGP Wealth Management's IYH Position: Q3 2021 in Review

JGP Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q3 2021, closing a stake of 4,325 shares — an estimated $236K sold.

JGP Wealth Management first reported a position in IYH in Q1 2020 and held it in 6 quarters. The position peaked at $14.8M in Q4 2020. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

JGP Wealth Management reported no remaining iShares US Healthcare ETF position as of Q3 2021 after selling out during the quarter.
JGP Wealth Management sold 4,325 iShares US Healthcare ETF shares in Q3 2021, an estimated $236K.
JGP Wealth Management first reported a position in iShares US Healthcare ETF in Q1 2020 and held it in 6 quarters.
JGP Wealth Management's iShares US Healthcare ETF position peaked at $14.8M in Q4 2020.
382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

Based on JGP Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.