Level Financial Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Level Financial Advisors’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	–	Sell	-770	Closed	-$39K	–	285
2022 Q3	$39K	Hold	770	–	–	0.03%	106
2022 Q2	$41K	Hold	770	–	–	0.03%	113
2022 Q1	$44K	Hold	770	–	–	0.03%	99
2021 Q4	$46K	Buy	+770	New	+$44K	0.04%	102

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Level Financial Advisors's IYH Position: Q4 2022 in Review

Level Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 770 shares — an estimated $39K sold.

Level Financial Advisors first reported a position in IYH in Q4 2021 and held it in 4 quarters. The position peaked at $46K in Q4 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Level Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Level Financial Advisors sold 770 iShares US Healthcare ETF shares in Q4 2022, an estimated $39K.
Level Financial Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 4 quarters.
Level Financial Advisors's iShares US Healthcare ETF position peaked at $46K in Q4 2021.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Level Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.