Nikulski Financial’s iShares US Healthcare ETF IYH Stock Holding History

Nikulski Financial’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	-22,500	Closed	-$1.11M	–	122
2020 Q4	$1.11M	Buy	22,500 +4,075	+22%	+$192K	0.61%	46
2020 Q3	$837K	Buy	18,425 +2,530	+16%	+$115K	0.53%	50
2020 Q2	$685K	Buy	+15,895	New	+$671K	0.48%	49

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 $1.89B AUM 19.41% 1-Year Est. Return

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

Nikulski Financial's IYH Position: Q1 2021 in Review

Nikulski Financial sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 22,500 shares — an estimated $1.11M sold.

Nikulski Financial first reported a position in IYH in Q2 2020 and held it in 3 quarters. The position peaked at $1.11M in Q4 2020. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

Nikulski Financial reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
Nikulski Financial sold 22,500 iShares US Healthcare ETF shares in Q1 2021, an estimated $1.11M.
Nikulski Financial first reported a position in iShares US Healthcare ETF in Q2 2020 and held it in 3 quarters.
Nikulski Financial's iShares US Healthcare ETF position peaked at $1.11M in Q4 2020.
360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on Nikulski Financial's 13F filing for Q1 2021, filed 14 May 2021.