Security National Trust’s iShares US Healthcare ETF IYH Stock Holding History

Security National Trust’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 Q3	$246K	Hold	4,500	–	–	0.06%	148
2021 Q2	$246K	Hold	4,500	–	–	0.05%	153
2021 Q1	$227K	Hold	4,500	–	–	0.05%	156
2020 Q4	$221K	Hold	4,500	–	–	0.05%	154
2020 Q3	$204K	Hold	4,500	–	–	0.06%	152
2020 Q2	$194K	Hold	4,500	–	–	0.06%	154
2020 Q1	$169K	Hold	4,500	–	–	0.06%	146
2019 Q4	$194K	Hold	4,500	–	–	0.06%	160
2019 Q3	$170K	Hold	4,500	–	–	0.05%	165
2019 Q2	$176K	Hold	4,500	–	–	0.06%	165
2019 Q1	$174K	Hold	4,500	–	–	0.06%	165
2018 Q4	$163K	Hold	4,500	–	–	0.06%	159
2018 Q3	$183K	Hold	4,500	–	–	0.06%	168
2018 Q2	$160K	Hold	4,500	–	–	0.05%	177
2018 Q1	$155K	Sell	4,500 -500	-10%	-$18K	0.05%	181
2017 Q4	$174K	Hold	5,000	–	–	0.06%	176
2017 Q3	$172K	Hold	5,000	–	–	0.06%	180
2017 Q2	$167K	Hold	5,000	–	–	0.06%	181
2017 Q1	$156K	Hold	5,000	–	–	0.05%	186
2016 Q4	$144K	Hold	5,000	–	–	0.05%	192
2016 Q3	$150K	Hold	5,000	–	–	0.05%	188
2016 Q2	$148K	Hold	5,000	–	–	0.05%	189
2016 Q1	$140K	Hold	5,000	–	–	0.05%	193
2015 Q4	$150K	Hold	5,000	–	–	0.06%	185
2015 Q3	$140K	Hold	5,000	–	–	0.05%	189
2015 Q2	$159K	Hold	5,000	–	–	0.06%	194
2015 Q1	$154K	Hold	5,000	–	–	0.05%	197
2014 Q4	$144K	Hold	5,000	–	–	0.05%	194
2014 Q3	$134K	Hold	5,000	–	–	0.05%	192
2014 Q2	$128K	Buy	5,000 +500	+11%	+$12.3K	0.05%	199
2014 Q1	$111K	Hold	4,500	–	–	0.05%	210
2013 Q4	$105K	Hold	4,500	–	–	0.04%	213
2013 Q3	$96K	Hold	4,500	–	–	0.04%	210
2013 Q2	$90K	Buy	+4,500	New	+$90.5K	0.04%	214

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Security National Trust's IYH Position: Q3 2021 in Review

Security National Trust held its iShares US Healthcare ETF (IYH) position steady in Q3 2021 at 4,500 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #148.

Security National Trust first reported a position in IYH in Q2 2013 and has held it in 34 quarters since. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

Security National Trust held 4,500 shares of iShares US Healthcare ETF worth $246K as of Q3 2021.
Security National Trust left its iShares US Healthcare ETF share count unchanged in Q3 2021.
iShares US Healthcare ETF made up 0.06% of Security National Trust's portfolio in Q3 2021, its #148 holding.
Security National Trust first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 34 quarters since.
382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.