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Paul John Balson’s iShares US Healthcare ETF IYH Stock Holding History

Paul John Balson’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
2020
Q4 		$1.8M Buy
36,570
+1,335
+4% +$63K 0.37% 20
2020
Q3 		$1.6M Sell
35,235
-7,005
-17% -$317K 0.4% 18
2020
Q2 		$1.82M Buy
42,240
+2,185
+5% +$92.2K 0.69% 15
2020
Q1 		$1.5M Buy
+40,055
New +$1.65M 0.81% 16

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paul John Balson's IYH Position: Q4 2020 in Review

Paul John Balson increased its iShares US Healthcare ETF (IYH) stake by 3.8% in Q4 2020, buying an estimated $63K and bringing the position to 36,570 shares worth $1.8M. The position accounts for 0.37% of the portfolio, ranked #20.

Paul John Balson first reported a position in IYH in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.82M in Q2 2020. 376 funds tracked by Wall St. Rank hold IYH as of Q4 2020.

  • Paul John Balson held 36,570 shares of iShares US Healthcare ETF worth $1.8M as of Q4 2020.
  • Paul John Balson bought 1,335 iShares US Healthcare ETF shares in Q4 2020, an estimated $63K.
  • iShares US Healthcare ETF made up 0.37% of Paul John Balson's portfolio in Q4 2020, its #20 holding.
  • Paul John Balson first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 4 quarters since.
  • Paul John Balson's iShares US Healthcare ETF position peaked at $1.82M in Q2 2020.
  • 376 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.