Karn Couzens & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Karn Couzens & Associates’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 Q1	$1.16M	Buy	20,090 +250	+1%	+$14K	0.74%	27
2021 Q4	$1.19M	Hold	19,840	–	–	0.82%	21
2021 Q3	$1.09M	Sell	19,840 -300	-1%	-$17.2K	0.83%	21
2021 Q2	$1.1M	Buy	20,140 +390	+2%	+$20.6K	0.85%	21
2021 Q1	$997K	Sell	19,750 -500	-2%	-$25.1K	0.9%	23
2020 Q4	$996K	Buy	+20,250	New	+$956K	0.94%	19

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Karn Couzens & Associates's IYH Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares US Healthcare ETF (IYH) stake by 1.3% in Q1 2022, buying an estimated $14K and bringing the position to 20,090 shares worth $1.16M. The position accounts for 0.74% of the portfolio, ranked #27.

Karn Couzens & Associates first reported a position in IYH in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Karn Couzens & Associates held 20,090 shares of iShares US Healthcare ETF worth $1.16M as of Q1 2022.
Karn Couzens & Associates bought 250 iShares US Healthcare ETF shares in Q1 2022, an estimated $14K.
iShares US Healthcare ETF made up 0.74% of Karn Couzens & Associates's portfolio in Q1 2022, its #27 holding.
Karn Couzens & Associates first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares US Healthcare ETF position peaked at $1.19M in Q4 2021.
423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.