McCarthy Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

McCarthy Asset Management’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 Q2	–	Sell	-295	Closed	-$17K	–	159
2022 Q1	$17K	Hold	295	–	–	0.01%	149
2021 Q4	$18K	Hold	295	–	–	0.01%	148
2021 Q3	$16K	Hold	295	–	–	0.01%	150
2021 Q2	$16K	Hold	295	–	–	0.01%	174
2021 Q1	$15K	Hold	295	–	–	0.01%	164
2020 Q4	$15K	Buy	+295	New	+$13.9K	0.01%	156

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

McCarthy Asset Management's IYH Position: Q2 2022 in Review

McCarthy Asset Management sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 295 shares — an estimated $17K sold.

McCarthy Asset Management first reported a position in IYH in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2021. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

McCarthy Asset Management reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 295 iShares US Healthcare ETF shares in Q2 2022, an estimated $17K.
McCarthy Asset Management first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's iShares US Healthcare ETF position peaked at $18K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.