Laurel Wealth Advisors (California)’s iShares US Healthcare ETF IYH Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$261K	Buy	4,590 +135	+3%	+$7.45K	0.03%	548
2022 Q3	$226K	Buy	4,455 +150	+3%	+$8.1K	0.02%	574
2022 Q2	$232K	Sell	4,305 -250	-5%	-$13.7K	0.02%	585
2022 Q1	$263K	Sell	4,555 -15	-0.3%	-$837	0.02%	631
2021 Q4	$275K	Hold	4,570	–	–	0.02%	644
2021 Q3	$252K	Hold	4,570	–	–	0.05%	378
2021 Q2	$249K	Sell	4,570 -75	-2%	-$3.97K	0.03%	446
2021 Q1	$235K	Buy	4,645 +220	+5%	+$11.1K	0.04%	406
2020 Q4	$218K	Hold	4,425	–	–	0.03%	407
2020 Q3	$201K	Sell	4,425 -1,350	-23%	-$61.1K	0.03%	389
2020 Q2	$249K	Hold	5,775	–	–	0.05%	324
2020 Q1	$217K	Sell	5,775 -2,350	-29%	-$96.6K	0.05%	339
2019 Q4	$351K	Sell	8,125 -500	-6%	-$20.2K	0.06%	314
2019 Q3	$326K	Hold	8,625	–	–	0.06%	323
2019 Q2	$337K	Sell	8,625 -25	-0.3%	-$946	0.07%	284
2019 Q1	$335K	Buy	+8,650	New	+$329K	0.08%	267
2018 Q1	–	Sell	-8,825	Closed	-$307K	–	370
2017 Q4	$307K	Buy	8,825 +55	+0.6%	+$1.91K	0.09%	246
2017 Q3	$301K	Buy	8,770 +20	+0.2%	+$674	0.1%	214
2017 Q2	$290K	Buy	+8,750	New	+$279K	0.1%	213

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IYH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares US Healthcare ETF (IYH) stake by 3% in Q4 2022, buying an estimated $7.45K and bringing the position to 4,590 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #548.

Laurel Wealth Advisors (California) first reported a position in IYH in Q2 2017 and has held it in 19 quarters since. The position peaked at $351K in Q4 2019. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Laurel Wealth Advisors (California) held 4,590 shares of iShares US Healthcare ETF worth $261K as of Q4 2022.
Laurel Wealth Advisors (California) bought 135 iShares US Healthcare ETF shares in Q4 2022, an estimated $7.45K.
iShares US Healthcare ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #548 holding.
Laurel Wealth Advisors (California) first reported a position in iShares US Healthcare ETF in Q2 2017 and has held it in 19 quarters since.
Laurel Wealth Advisors (California)'s iShares US Healthcare ETF position peaked at $351K in Q4 2019.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.