Krilogy Financial’s iShares US Healthcare ETF IYH Stock Holding History

Krilogy 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
2021 Q4	–	Sell	-10,055	Closed	-$555K	–	283
2021 Q3	$555K	Hold	10,055	–	–	0.06%	179
2021 Q2	$549K	Hold	10,055	–	–	0.05%	172
2021 Q1	$508K	Hold	10,055	–	–	0.05%	174
2020 Q4	$495K	Hold	10,055	–	–	0.06%	181
2020 Q3	$457K	Hold	10,055	–	–	0.06%	171
2020 Q2	$434K	Hold	10,055	–	–	0.07%	161
2020 Q1	$378K	Hold	10,055	–	–	0.07%	144
2019 Q4	$434K	Hold	10,055	–	–	0.07%	136
2019 Q3	$380K	Hold	10,055	–	–	0.07%	130
2019 Q2	$393K	Hold	10,055	–	–	0.08%	123
2019 Q1	$390K	Hold	10,055	–	–	0.08%	118
2018 Q4	$364K	Sell	10,055 -2,160	-18%	-$82.8K	0.1%	89
2018 Q3	$496K	Sell	12,215 -755	-6%	-$29.1K	0.11%	74
2018 Q2	$462K	Hold	12,970	–	–	0.12%	78
2018 Q1	$448K	Hold	12,970	–	–	0.11%	86
2017 Q4	$452K	Hold	12,970	–	–	0.11%	88
2017 Q3	$446K	Hold	12,970	–	–	0.11%	86
2017 Q2	$431K	Hold	12,970	–	–	0.12%	79
2017 Q1	$374K	Hold	12,970	–	–	0.12%	81
2016 Q4	$374K	Hold	12,970	–	–	0.12%	81
2016 Q3	$390K	Hold	12,970	–	–	0.12%	81
2016 Q2	$385K	Hold	12,970	–	–	0.13%	81
2016 Q1	$365K	Buy	+12,970	New	+$359K	0.15%	68
2015 Q4	–	Sell	-12,970	Closed	-$363K	–	518
2015 Q3	$363K	Buy	+12,970	New	+$404K	0.17%	61

Other funds holding IYH

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Krilogy Financial's IYH Position: Q4 2021 in Review

Krilogy Financial sold out of iShares US Healthcare ETF (IYH) in Q4 2021, closing a stake of 10,055 shares — an estimated $555K sold.

Krilogy Financial first reported a position in IYH in Q3 2015 and held it in 24 quarters. The position peaked at $555K in Q3 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

Krilogy Financial reported no remaining iShares US Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Krilogy Financial sold 10,055 iShares US Healthcare ETF shares in Q4 2021, an estimated $555K.
Krilogy Financial first reported a position in iShares US Healthcare ETF in Q3 2015 and held it in 24 quarters.
Krilogy Financial's iShares US Healthcare ETF position peaked at $555K in Q3 2021.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Krilogy Financial's 13F filing for Q4 2021, filed 27 Jan 2022.