RMR Wealth Builders’s iShares US Healthcare ETF IYH Stock Holding History

RMR Wealth Builders’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	-645	Closed	-$33K	–	432
2021 Q1	$33K	Buy	645 +5	+0.8%	+$251	0.01%	435
2020 Q4	$32K	Buy	+640	New	+$30.2K	0.02%	303
2020 Q3	–	Sell	-640	Closed	-$27K	–	347
2020 Q2	$27K	Buy	+640	New	+$27K	0.02%	283
2019 Q4	$27K	Buy	+635	New	+$25.6K	0.03%	285

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

RMR Wealth Builders's IYH Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares US Healthcare ETF (IYH) in Q2 2021, closing a stake of 645 shares — an estimated $33K sold.

RMR Wealth Builders first reported a position in IYH in Q4 2019 and held it in 4 quarters. The position peaked at $33K in Q1 2021. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

RMR Wealth Builders reported no remaining iShares US Healthcare ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 645 iShares US Healthcare ETF shares in Q2 2021, an estimated $33K.
RMR Wealth Builders first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's iShares US Healthcare ETF position peaked at $33K in Q1 2021.
369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.