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Next Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Next Financial Group’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
Q4 		$189K Buy
3,150
+780
+33% +$44.6K 0.01% 920
2021
Q3 		$131K Buy
2,370
+505
+27% +$28.9K 0.01% 1008
2021
Q2 		$102K Sell
1,865
-375
-17% -$19.8K 0.01% 1100
2021
Q1 		$113K Buy
2,240
+920
+70% +$46.3K 0.01% 980
2020
Q4 		$65K Buy
1,320
+205
+18% +$9.68K 0.01% 1107
2020
Q3 		$51K Buy
+1,115
New +$50.5K 0.01% 1101
2020
Q2 		– Sell
-1,155
Closed -$43K – 1252
2020
Q1 		$43K Sell
1,155
-2,655
-70% -$109K 0.01% 1034
2019
Q4 		$165K Sell
3,810
-300
-7% -$12.1K 0.02% 762
2019
Q3 		$155K Buy
4,110
+5
+0.1% +$192 0.02% 755
2019
Q2 		$161K Sell
4,105
-1,055
-20% -$39.9K 0.02% 751
2019
Q1 		$200K Buy
5,160
+685
+15% +$26K 0.05% 365
2018
Q4 		$162K Buy
4,475
+3,530
+374% +$135K 0.03% 441
2018
Q3 		$38K Buy
+945
New +$36.5K 0.02% 601
2018
Q2 		– Sell
-11,065
Closed -$382K – 341
2018
Q1 		$382K Buy
+11,065
New +$398K 0.08% 255
2017
Q4 		– Sell
-2,760
Closed -$96K – 841
2017
Q3 		$96K Buy
2,760
+1,330
+93% +$44.8K 0.03% 501
2017
Q2 		$48K Hold
1,430
– – 0.01% 797
2017
Q1 		$45K Sell
1,430
-10,315
-88% -$315K 0.01% 765
2016
Q4 		$339K Buy
11,745
+65
+0.6% +$1.88K 0.06% 332
2016
Q3 		$351K Buy
11,680
+7,565
+184% +$231K 0.06% 321
2016
Q2 		$122K Buy
4,115
+750
+22% +$21.9K 0.04% 409
2016
Q1 		$94K Sell
3,365
-2,230
-40% -$61.7K 0.03% 445
2015
Q4 		$167K Sell
5,595
-16,770
-75% -$499K 0.06% 318
2015
Q3 		$625K Buy
22,365
+6,280
+39% +$196K 0.22% 103
2015
Q2 		$510K Buy
16,085
+8,600
+115% +$271K 0.18% 128
2015
Q1 		$231K Buy
7,485
+500
+7% +$15.1K 0.07% 286
2014
Q4 		$201K Sell
6,985
-3,095
-31% -$87.2K 0.07% 306
2014
Q3 		$271K Buy
+10,080
New +$266K 0.05% 370

Other funds holding IYH

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Next Financial Group's IYH Position: Q4 2021 in Review

Next Financial Group increased its iShares US Healthcare ETF (IYH) stake by 33% in Q4 2021, buying an estimated $44.6K and bringing the position to 3,150 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #920.

Next Financial Group first reported a position in IYH in Q3 2014 and has held it in 27 quarters since. The position peaked at $625K in Q3 2015. 427 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

  • Next Financial Group held 3,150 shares of iShares US Healthcare ETF worth $189K as of Q4 2021.
  • Next Financial Group bought 780 iShares US Healthcare ETF shares in Q4 2021, an estimated $44.6K.
  • iShares US Healthcare ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #920 holding.
  • Next Financial Group first reported a position in iShares US Healthcare ETF in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's iShares US Healthcare ETF position peaked at $625K in Q3 2015.
  • 427 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.