Private Wealth Advisors (Pennsylvania)’s iShares US Healthcare ETF IYH Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	$916K	Hold	18,625	–	–	0.52%	47
2020 Q3	$846K	Buy	18,625 +7,625	+69%	+$345K	0.54%	41
2020 Q2	$474K	Buy	11,000 +2,250	+26%	+$95K	0.32%	56
2020 Q1	$364K	Buy	8,750 +250	+3%	+$10.3K	0.28%	65
2019 Q4	$367K	Hold	8,500	–	–	0.2%	95
2019 Q3	$321K	Buy	8,500 +125	+1%	+$4.81K	0.16%	110
2019 Q2	$327K	Buy	8,375 +625	+8%	+$23.7K	0.12%	116
2019 Q1	$300K	Buy	7,750 +1,500	+24%	+$57K	0.11%	118
2018 Q4	$226K	Buy	+6,250	New	+$239K	0.1%	121

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IYH Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) held its iShares US Healthcare ETF (IYH) position steady in Q4 2020 at 18,625 shares worth $916K. The position accounts for 0.52% of the portfolio, ranked #47.

Private Wealth Advisors (Pennsylvania) first reported a position in IYH in Q4 2018 and has held it in 9 quarters since. 376 funds tracked by Wall St. Rank hold IYH as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 18,625 shares of iShares US Healthcare ETF worth $916K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) left its iShares US Healthcare ETF share count unchanged in Q4 2020.
iShares US Healthcare ETF made up 0.52% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #47 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares US Healthcare ETF in Q4 2018 and has held it in 9 quarters since.
376 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.