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RF
Rollins Financial’s
iShares US Healthcare ETF
IYH
Stock Holding History
Rollins Financial’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
Q4
$1.19M
Sell
20,765
-2,195
-10%
-$119K
0.25%
43
2023
Q3
$1.24M
Sell
22,960
-3,175
-12%
-$177K
0.3%
40
2023
Q2
$1.46M
Sell
26,135
-8,460
-24%
-$470K
0.4%
36
2023
Q1
$1.89M
Sell
34,595
-10,335
-23%
-$567K
0.63%
34
2022
Q4
$2.55M
Buy
44,930
+4,605
+11%
+$254K
0.97%
23
2022
Q3
$2.04M
Buy
40,325
+2,605
+7%
+$141K
0.76%
23
2022
Q2
$2.03M
Sell
37,720
-4,045
-10%
-$222K
0.71%
25
2022
Q1
$2.41M
Sell
41,765
-5,200
-11%
-$290K
0.71%
21
2021
Q4
$2.82M
Buy
+46,965
New
+$2.68M
0.82%
20
2021
Q2
$2.73M
Buy
50,010
+3,510
+8%
+$186K
0.99%
17
2021
Q1
$2.35M
Buy
46,500
+1,590
+4%
+$79.9K
1.01%
16
2020
Q4
$2.21M
Buy
+44,910
New
+$2.12M
1.01%
14
Other funds holding IYH
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
GBWM
Granite Bay Wealth Management
Portsmouth, New Hampshire
$470M AUM
15.4%
1-Year Est. Return
BA
Bellwether Advisors
Lincoln, Nebraska
$590M AUM
35.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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