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Novak Financial Planning’s iShares US Healthcare ETF IYH Stock Holding History

Novak Financial Planning’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 		$231K Hold
4,230
– – 0.11% 114
2021
Q1 		$213K Hold
4,230
– – 0.12% 113
2020
Q4 		$208K Buy
+4,230
New +$200K 0.12% 108

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

Novak Financial Planning's IYH Position: Q2 2021 in Review

Novak Financial Planning held its iShares US Healthcare ETF (IYH) position steady in Q2 2021 at 4,230 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #114.

Novak Financial Planning first reported a position in IYH in Q4 2020 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

  • Novak Financial Planning held 4,230 shares of iShares US Healthcare ETF worth $231K as of Q2 2021.
  • Novak Financial Planning left its iShares US Healthcare ETF share count unchanged in Q2 2021.
  • iShares US Healthcare ETF made up 0.11% of Novak Financial Planning's portfolio in Q2 2021, its #114 holding.
  • Novak Financial Planning first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.