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Northwest Investment Counselors’s iShares US Healthcare ETF IYH Stock Holding History

Northwest Investment Counselors’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
Q2 		– Sell
-325
Closed -$16K – 297
2021
Q1 		$16K Buy
+325
New +$16.3K ﹤0.01% 323
2020
Q4 		– Sell
-450
Closed -$20K – 293
2020
Q3 		$20K Buy
+450
New +$20.4K 0.01% 268

Other funds holding IYH

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwest Investment Counselors's IYH Position: Q2 2021 in Review

Northwest Investment Counselors sold out of iShares US Healthcare ETF (IYH) in Q2 2021, closing a stake of 325 shares — an estimated $16K sold.

Northwest Investment Counselors first reported a position in IYH in Q3 2020 and held it in 2 quarters. The position peaked at $20K in Q3 2020. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

  • Northwest Investment Counselors reported no remaining iShares US Healthcare ETF position as of Q2 2021 after selling out during the quarter.
  • Northwest Investment Counselors sold 325 iShares US Healthcare ETF shares in Q2 2021, an estimated $16K.
  • Northwest Investment Counselors first reported a position in iShares US Healthcare ETF in Q3 2020 and held it in 2 quarters.
  • Northwest Investment Counselors's iShares US Healthcare ETF position peaked at $20K in Q3 2020.
  • 369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on Northwest Investment Counselors's 13F filing for Q2 2021, filed 22 Jul 2021.