RPg Family Wealth Advisory’s iShares US Healthcare ETF IYH Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-330	Closed	-$19.1K	–	211
2022 Q1	$19.1K	Hold	330	–	–	0.01%	217
2021 Q4	$19.8K	Hold	330	–	–	0.01%	220
2021 Q3	$18.2K	Hold	330	–	–	0.01%	234
2021 Q2	$18K	Buy	+330	New	+$17.5K	0.01%	234
2020 Q4	$16.2K	Hold	330	–	–	0.01%	244
2020 Q3	$15K	Hold	330	–	–	0.01%	241
2020 Q2	$14.2K	Hold	330	–	–	0.01%	248
2020 Q1	$12.4K	Buy	+330	New	+$13.6K	0.01%	232

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

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

RPg Family Wealth Advisory's IYH Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 330 shares — an estimated $19.1K sold.

RPg Family Wealth Advisory first reported a position in IYH in Q1 2020 and held it in 8 quarters. The position peaked at $19.8K in Q4 2021. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 330 iShares US Healthcare ETF shares in Q2 2022, an estimated $19.1K.
RPg Family Wealth Advisory first reported a position in iShares US Healthcare ETF in Q1 2020 and held it in 8 quarters.
RPg Family Wealth Advisory's iShares US Healthcare ETF position peaked at $19.8K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.