Occidental Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Occidental Asset 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
2022 Q2	–	Sell	-3,600	Closed	-$208K	–	187
2022 Q1	$208K	Sell	3,600 -1,520	-30%	-$84.9K	0.05%	183
2021 Q4	$308K	Buy	5,120 +260	+5%	+$14.9K	0.07%	166
2021 Q3	$268K	Buy	4,860 +390	+9%	+$22.3K	0.07%	179
2021 Q2	$244K	Buy	+4,470	New	+$237K	0.06%	181

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Occidental Asset Management's IYH Position: Q2 2022 in Review

Occidental Asset Management sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 3,600 shares — an estimated $208K sold.

Occidental Asset Management first reported a position in IYH in Q2 2021 and held it in 4 quarters. The position peaked at $308K in Q4 2021. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

Occidental Asset Management reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
Occidental Asset Management sold 3,600 iShares US Healthcare ETF shares in Q2 2022, an estimated $208K.
Occidental Asset Management first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 4 quarters.
Occidental Asset Management's iShares US Healthcare ETF position peaked at $308K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on Occidental Asset Management's 13F filing for Q2 2022, filed 18 Jul 2022.