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Sargent Bickham Lagudis’s iShares US Healthcare ETF IYH Stock Holding History

Sargent Bickham Lagudis’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 		$471K Sell
8,305
-405
-5% -$22.4K 0.04% 190
2022
Q3 		$441K Sell
8,710
-20
-0.2% -$1.08K 0.04% 179
2022
Q2 		$470K Sell
8,730
-335
-4% -$18.4K 0.04% 184
2022
Q1 		$524K Sell
9,065
-100
-1% -$5.58K 0.04% 177
2021
Q4 		$551K Hold
9,165
– – 0.04% 169
2021
Q3 		$506K Hold
9,165
– – 0.04% 167
2021
Q2 		$500K Sell
9,165
-375
-4% -$19.8K 0.04% 171
2021
Q1 		$482K Sell
9,540
-360
-4% -$18.1K 0.04% 163
2020
Q4 		$487K Hold
9,900
– – 0.05% 165
2020
Q3 		$450K Hold
9,900
– – 0.05% 150
2020
Q2 		$427K Hold
9,900
– – 0.05% 145
2020
Q1 		$372K Hold
9,900
– – 0.05% 159
2019
Q4 		$427K Hold
9,900
– – 0.05% 152
2019
Q3 		$375K Hold
9,900
– – 0.05% 152
2019
Q2 		$387K Sell
9,900
-805
-8% -$30.5K 0.05% 155
2019
Q1 		$415K Sell
10,705
-810
-7% -$30.8K 0.05% 156
2018
Q4 		$416K Sell
11,515
-250
-2% -$9.58K 0.05% 148
2018
Q3 		$477K Sell
11,765
-660
-5% -$25.5K 0.06% 146
2018
Q2 		$443K Hold
12,425
– – 0.05% 145
2018
Q1 		$429K Sell
12,425
-1,370
-10% -$49.3K 0.05% 144
2017
Q4 		$481K Buy
13,795
+980
+8% +$34K 0.06% 147
2017
Q3 		$440K Sell
12,815
-910
-7% -$30.7K 0.05% 152
2017
Q2 		$456K Hold
13,725
– – 0.06% 147
2017
Q1 		$427K Sell
13,725
-220
-2% -$6.71K 0.06% 151
2016
Q4 		$401K Buy
13,945
+11,985
+611% +$347K 0.06% 145
2016
Q3 		$468K Sell
1,960
-13,605
-87% -$416K 0.07% 137
2016
Q2 		$462K Sell
15,565
-800
-5% -$23.4K 0.07% 139
2016
Q1 		$460K Buy
+16,365
New +$453K 0.07% 140

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sargent Bickham Lagudis's IYH Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares US Healthcare ETF (IYH) stake by 4.6% in Q4 2022, selling an estimated $22.4K and leaving 8,305 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #190.

Sargent Bickham Lagudis first reported a position in IYH in Q1 2016 and has held it in 28 quarters since. The position peaked at $551K in Q4 2021. 488 funds tracked by Wall St. Rank hold IYH as of Q4 2022.

  • Sargent Bickham Lagudis held 8,305 shares of iShares US Healthcare ETF worth $471K as of Q4 2022.
  • Sargent Bickham Lagudis sold 405 iShares US Healthcare ETF shares in Q4 2022, an estimated $22.4K.
  • iShares US Healthcare ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #190 holding.
  • Sargent Bickham Lagudis first reported a position in iShares US Healthcare ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares US Healthcare ETF position peaked at $551K in Q4 2021.
  • 488 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.