Main Street Financial Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Main Street Financial Solutions’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	-7,820	Closed	-$396K	–	452
2022 Q3	$396K	Buy	7,820 +3,685	+89%	+$199K	0.07%	273
2022 Q2	$222K	Sell	4,135 -3,670	-47%	-$201K	0.03%	410
2022 Q1	$451K	Buy	7,805 +20	+0.3%	+$1.12K	0.07%	274
2021 Q4	$468K	Buy	7,785 +45	+0.6%	+$2.57K	0.07%	280
2021 Q3	$427K	Hold	7,740	–	–	0.07%	291
2021 Q2	$422K	Sell	7,740 -460	-6%	-$24.3K	0.07%	277
2021 Q1	$414K	Hold	8,200	–	–	0.07%	252
2020 Q4	$403K	Buy	+8,200	New	+$387K	0.08%	235

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

Main Street Financial Solutions's IYH Position: Q4 2022 in Review

Main Street Financial Solutions sold out of iShares US Healthcare ETF (IYH) in Q4 2022, closing a stake of 7,820 shares — an estimated $396K sold.

Main Street Financial Solutions first reported a position in IYH in Q4 2020 and held it in 8 quarters. The position peaked at $468K in Q4 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Main Street Financial Solutions reported no remaining iShares US Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Main Street Financial Solutions sold 7,820 iShares US Healthcare ETF shares in Q4 2022, an estimated $396K.
Main Street Financial Solutions first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 8 quarters.
Main Street Financial Solutions's iShares US Healthcare ETF position peaked at $468K in Q4 2021.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Main Street Financial Solutions's 13F filing for Q4 2022, filed 30 Jan 2023.