Parametric Portfolio Associates’s iShares US Healthcare ETF IYH Stock Holding History

Parametric Portfolio Associates’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 Q1	$353K	Buy	+6,105	New	+$341K	﹤0.01%	3224
2019 Q3	–	Sell	-7,865	Closed	-$307K	–	3968
2019 Q2	$307K	Sell	7,865 -345	-4%	-$13.1K	﹤0.01%	3572
2019 Q1	$318K	Sell	8,210 -1,110	-12%	-$42.2K	﹤0.01%	3532
2018 Q4	$337K	Buy	+9,320	New	+$357K	﹤0.01%	3483

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

Parametric Portfolio Associates's IYH Position: Q1 2022 in Review

Parametric Portfolio Associates opened a new position in iShares US Healthcare ETF (IYH) in Q1 2022: 6,105 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #3224 among its holdings. This is a return to the name: Parametric Portfolio Associates previously reported a position in IYH as recently as Q2 2019.

Parametric Portfolio Associates first reported a position in IYH in Q4 2018 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Parametric Portfolio Associates held 6,105 shares of iShares US Healthcare ETF worth $353K as of Q1 2022.
iShares US Healthcare ETF was a new Parametric Portfolio Associates position in Q1 2022.
iShares US Healthcare ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3224 holding.
Parametric Portfolio Associates first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.