Sanford Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

Sanford Advisory Services’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 Q4	$621K	Sell	10,950 -1,080	-9%	-$59.6K	0.15%	73
2022 Q3	$608K	Sell	12,030 -1,385	-10%	-$74.8K	0.17%	60
2022 Q2	$722K	Buy	13,415 +1,400	+12%	+$76.9K	0.2%	54
2022 Q1	$694K	Sell	12,015 -145	-1%	-$8.1K	0.19%	50
2021 Q4	$730K	Sell	12,160 -1,570	-11%	-$89.7K	0.16%	49
2021 Q3	$758K	Buy	13,730 +5,385	+65%	+$308K	0.19%	46
2021 Q2	$455K	Buy	8,345 +480	+6%	+$25.4K	0.12%	67
2021 Q1	$397K	Buy	7,865 +365	+5%	+$18.4K	0.11%	74
2020 Q4	$369K	Buy	+7,500	New	+$354K	0.12%	67

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanford Advisory Services's IYH Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares US Healthcare ETF (IYH) stake by 9% in Q4 2022, selling an estimated $59.6K and leaving 10,950 shares worth $621K. The position accounts for 0.15% of the portfolio, ranked #73.

Sanford Advisory Services first reported a position in IYH in Q4 2020 and has held it in 9 quarters since. The position peaked at $758K in Q3 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

Sanford Advisory Services held 10,950 shares of iShares US Healthcare ETF worth $621K as of Q4 2022.
Sanford Advisory Services sold 1,080 iShares US Healthcare ETF shares in Q4 2022, an estimated $59.6K.
iShares US Healthcare ETF made up 0.15% of Sanford Advisory Services's portfolio in Q4 2022, its #73 holding.
Sanford Advisory Services first reported a position in iShares US Healthcare ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares US Healthcare ETF position peaked at $758K in Q3 2021.
488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.