Johnson Midwest Financial’s iShares US Healthcare ETF IYH Stock Holding History

Johnson Midwest Financial’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	-160	Closed	-$9K	–	335
2022 Q2	$9K	Sell	160 -125	-44%	-$6.86K	0.01%	189
2022 Q1	$17K	Hold	285	–	–	0.02%	142
2021 Q4	$17K	Hold	285	–	–	0.01%	145
2021 Q3	$16K	Hold	285	–	–	0.01%	152
2021 Q2	$16K	Hold	285	–	–	0.02%	141
2021 Q1	$14K	Hold	285	–	–	0.01%	144
2020 Q4	$14K	Buy	+285	New	+$13.5K	0.01%	156

Other funds holding IYH

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Johnson Midwest Financial's IYH Position: Q3 2022 in Review

Johnson Midwest Financial sold out of iShares US Healthcare ETF (IYH) in Q3 2022, closing a stake of 160 shares — an estimated $9K sold.

Johnson Midwest Financial first reported a position in IYH in Q4 2020 and held it in 7 quarters. The position peaked at $17K in Q1 2022. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

Johnson Midwest Financial reported no remaining iShares US Healthcare ETF position as of Q3 2022 after selling out during the quarter.
Johnson Midwest Financial sold 160 iShares US Healthcare ETF shares in Q3 2022, an estimated $9K.
Johnson Midwest Financial first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 7 quarters.
Johnson Midwest Financial's iShares US Healthcare ETF position peaked at $17K in Q1 2022.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Johnson Midwest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.