Mid Atlantic Financial Management’s iShares US Healthcare ETF IYH Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$796K	Buy	14,420 +240	+2%	+$13.7K	0.05%	314
2021 Q2	$774K	Buy	14,180 +225	+2%	+$11.9K	0.05%	328
2021 Q1	$704K	Sell	13,955 -405	-3%	-$20.4K	0.05%	341
2020 Q4	$706K	Buy	14,360 +4,990	+53%	+$236K	0.05%	310
2020 Q3	$447K	Buy	9,370 +70	+0.8%	+$3.17K	0.04%	389
2020 Q2	$401K	Buy	9,300 +1,935	+26%	+$81.7K	0.04%	397
2020 Q1	$277K	Buy	+7,365	New	+$303K	0.03%	465
2019 Q2	–	Sell	-102,195	Closed	-$3.96M	–	762
2019 Q1	$3.96M	Sell	102,195 -103,880	-50%	-$3.95M	0.43%	47
2018 Q4	$7.45M	Buy	+206,075	New	+$7.9M	0.92%	19

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Mid Atlantic Financial Management's IYH Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares US Healthcare ETF (IYH) stake by 1.7% in Q3 2021, buying an estimated $13.7K and bringing the position to 14,420 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #314.

Mid Atlantic Financial Management first reported a position in IYH in Q4 2018 and has held it in 9 quarters since. The position peaked at $7.45M in Q4 2018. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

Mid Atlantic Financial Management held 14,420 shares of iShares US Healthcare ETF worth $796K as of Q3 2021.
Mid Atlantic Financial Management bought 240 iShares US Healthcare ETF shares in Q3 2021, an estimated $13.7K.
iShares US Healthcare ETF made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #314 holding.
Mid Atlantic Financial Management first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 9 quarters since.
Mid Atlantic Financial Management's iShares US Healthcare ETF position peaked at $7.45M in Q4 2018.
382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.