Regal Wealth Group’s iShares US Healthcare ETF IYH Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-70	Closed	-$3K	–	155
2021 Q1	$3K	Buy	70 +5	+8%	+$251	﹤0.01%	210
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	186
2020 Q3	$3K	Hold	65	–	–	﹤0.01%	184
2020 Q2	$3K	Hold	65	–	–	﹤0.01%	179
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	160
2019 Q4	$3K	Hold	65	–	–	﹤0.01%	178
2019 Q3	$3K	Hold	65	–	–	﹤0.01%	158
2019 Q2	$3K	Hold	65	–	–	﹤0.01%	151
2019 Q1	$3K	Hold	65	–	–	﹤0.01%	145
2018 Q4	$2K	Hold	65	–	–	﹤0.01%	147
2018 Q3	$3K	Hold	65	–	–	﹤0.01%	145
2018 Q2	$2K	Hold	65	–	–	﹤0.01%	154
2018 Q1	$2K	Hold	65	–	–	﹤0.01%	159
2017 Q4	$2K	Buy	+65	New	+$2.26K	﹤0.01%	158

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Regal Wealth Group's IYH Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares US Healthcare ETF (IYH) in Q2 2021, closing a stake of 70 shares — an estimated $3K sold.

Regal Wealth Group first reported a position in IYH in Q4 2017 and held it in 14 quarters. The position peaked at $3K in Q1 2021. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

Regal Wealth Group reported no remaining iShares US Healthcare ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 70 iShares US Healthcare ETF shares in Q2 2021, an estimated $3K.
Regal Wealth Group first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 14 quarters.
Regal Wealth Group's iShares US Healthcare ETF position peaked at $3K in Q1 2021.
369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.