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Patriot Financial Group Insurance Agency’s iShares US Healthcare ETF IYH Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-95
Closed -$5K – 1183
2022
Q2 		$5K Hold
95
– – ﹤0.01% 1485
2022
Q1 		$5K Sell
95
-1,000
-91% -$55.8K ﹤0.01% 1613
2021
Q4 		$66K Sell
1,095
-790
-42% -$45.1K 0.01% 772
2021
Q3 		$104K Hold
1,885
– – 0.02% 641
2021
Q2 		$103K Hold
1,885
– – 0.02% 619
2021
Q1 		$95K Buy
1,885
+5
+0.3% +$251 0.02% 568
2020
Q4 		$92K Buy
1,880
+1,785
+1,879% +$84.2K 0.02% 526
2020
Q3 		$4K Sell
95
-60
-39% -$2.72K ﹤0.01% 1290
2020
Q2 		$7K Buy
155
+5
+3% +$211 ﹤0.01% 1084
2020
Q1 		$6K Buy
150
+25
+20% +$1.03K ﹤0.01% 1013
2019
Q4 		$5K Buy
125
+5
+4% +$202 ﹤0.01% 977
2019
Q3 		$5K Buy
120
+20
+20% +$770 ﹤0.01% 942
2019
Q2 		$4K Sell
100
-480
-83% -$18.2K ﹤0.01% 989
2019
Q1 		$23K Buy
580
+505
+673% +$19.2K 0.01% 517
2018
Q4 		$3K Buy
+75
New +$2.87K ﹤0.01% 790
2018
Q2 		– Sell
-750
Closed -$25K – 766
2018
Q1 		$25K Sell
750
-250
-25% -$9K 0.02% 431
2017
Q4 		$36K Sell
1,000
-625
-38% -$21.7K 0.03% 349
2017
Q3 		$56K Hold
1,625
– – 0.05% 238
2017
Q2 		$54K Hold
1,625
– – 0.06% 228
2017
Q1 		$50K Hold
1,625
– – 0.05% 223
2016
Q4 		$48K Buy
+1,625
New +$47.1K 0.07% 224

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Patriot Financial Group Insurance Agency's IYH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Healthcare ETF (IYH) in Q3 2022, closing a stake of 95 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in IYH in Q4 2016 and held it in 21 quarters. The position peaked at $104K in Q3 2021. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares US Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 95 iShares US Healthcare ETF shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's iShares US Healthcare ETF position peaked at $104K in Q3 2021.
  • 426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.