Madden Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Madden Advisory Services’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 Q1	–	Sell	-7,160	Closed	-$352K	–	70
2020 Q4	$352K	Hold	7,160	–	–	0.3%	50
2020 Q3	$325K	Hold	7,160	–	–	0.31%	51
2020 Q2	$308K	Hold	7,160	–	–	0.32%	50
2020 Q1	$268K	Buy	+7,160	New	+$294K	0.19%	64
2017 Q2	–	Sell	-4,490	Closed	-$139K	–	167
2017 Q1	$139K	Buy	+4,490	New	+$137K	0.09%	87
2015 Q4	–	Sell	-4,335	Closed	-$121K	–	187
2015 Q3	$121K	Hold	4,335	–	–	0.08%	102
2015 Q2	$137K	Buy	+4,335	New	+$136K	0.08%	100
2015 Q1	–	Sell	-8,200	Closed	-$236K	–	185
2014 Q4	$236K	Sell	8,200 -1,480	-15%	-$41.7K	0.13%	93
2014 Q3	$260K	Sell	9,680 -310	-3%	-$8.17K	0.13%	95
2014 Q2	$256K	Sell	9,990 -1,250	-11%	-$30.9K	0.13%	93
2014 Q1	$277K	Buy	11,240 +2,500	+29%	+$60.8K	0.15%	84
2013 Q4	$204K	Buy	8,740 +1,850	+27%	+$41.6K	0.15%	80
2013 Q3	$147K	Buy	6,890 +5,140	+294%	+$109K	0.13%	70
2013 Q2	$35K	Buy	+1,750	New	+$35.2K	0.03%	136

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Madden Advisory Services's IYH Position: Q1 2021 in Review

Madden Advisory Services sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 7,160 shares — an estimated $352K sold.

Madden Advisory Services first reported a position in IYH in Q2 2013 and held it in 14 quarters. The position peaked at $352K in Q4 2020. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

Madden Advisory Services reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
Madden Advisory Services sold 7,160 iShares US Healthcare ETF shares in Q1 2021, an estimated $352K.
Madden Advisory Services first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 14 quarters.
Madden Advisory Services's iShares US Healthcare ETF position peaked at $352K in Q4 2020.
360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Madden Advisory Services's 13F filing for Q1 2021, filed 4 May 2021.