RWA
IYH icon

RGT Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

RGT Wealth Advisors’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
2022
Q1 		– Sell
-160
Closed -$10K – 216
2021
Q4 		$10K Buy
+160
New +$9.14K ﹤0.01% 225

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RGT Wealth Advisors's IYH Position: Q1 2022 in Review

RGT Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 160 shares — an estimated $10K sold.

RGT Wealth Advisors first reported a position in IYH in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 422 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

  • RGT Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 160 iShares US Healthcare ETF shares in Q1 2022, an estimated $10K.
  • RGT Wealth Advisors first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's iShares US Healthcare ETF position peaked at $10K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.