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Personal Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-115
Closed -$6K – 235
2021
Q2 		$6K Buy
+115
New +$6.09K ﹤0.01% 304

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Personal Wealth Partners's IYH Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q3 2021, closing a stake of 115 shares — an estimated $6K sold.

Personal Wealth Partners first reported a position in IYH in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 115 iShares US Healthcare ETF shares in Q3 2021, an estimated $6K.
  • Personal Wealth Partners first reported a position in iShares US Healthcare ETF in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's iShares US Healthcare ETF position peaked at $6K in Q2 2021.
  • 382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.