Private Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History

Private Advisory Group’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
2023 Q2	–	Sell	-42,945	Closed	-$2.35M	–	221
2023 Q1	$2.35M	Buy	42,945 +10,520	+32%	+$577K	0.5%	52
2022 Q4	$1.84M	Sell	32,425 -930	-3%	-$51.3K	0.4%	61
2022 Q3	$1.69M	Buy	+33,355	New	+$1.8M	0.39%	64
2019 Q3	–	Sell	-20,985	Closed	-$820K	–	131
2019 Q2	$820K	Buy	+20,985	New	+$794K	0.38%	56
2018 Q2	–	Sell	-59,380	Closed	-$2.05M	–	133
2018 Q1	$2.05M	Buy	+59,380	New	+$2.14M	1.26%	33
2017 Q2	–	Sell	-14,065	Closed	-$438K	–	138
2017 Q1	$438K	Sell	14,065 -101,820	-88%	-$3.11M	0.29%	95
2016 Q4	$3.34M	Buy	+115,885	New	+$3.36M	2.3%	13

Other funds holding IYH

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Private Advisory Group's IYH Position: Q2 2023 in Review

Private Advisory Group sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 42,945 shares — an estimated $2.35M sold.

Private Advisory Group first reported a position in IYH in Q4 2016 and held it in 7 quarters. The position peaked at $3.34M in Q4 2016. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

Private Advisory Group reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Private Advisory Group sold 42,945 iShares US Healthcare ETF shares in Q2 2023, an estimated $2.35M.
Private Advisory Group first reported a position in iShares US Healthcare ETF in Q4 2016 and held it in 7 quarters.
Private Advisory Group's iShares US Healthcare ETF position peaked at $3.34M in Q4 2016.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.