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Silversage Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Silversage Advisors’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
2020
Q4 		– Sell
-24,800
Closed -$1.13M – 7
2020
Q3 		$1.13M Sell
24,800
-53,670
-68% -$2.43M 4.06% 5
2020
Q2 		$3.46M Buy
78,470
+1,940
+3% +$81.9K 3.59% 8
2020
Q1 		$2.87M Sell
76,530
-2,765
-3% -$114K 4.2% 6
2019
Q4 		$3.42M Buy
+79,295
New +$3.2M 3.61% 8

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Silversage Advisors's IYH Position: Q4 2020 in Review

Silversage Advisors sold out of iShares US Healthcare ETF (IYH) in Q4 2020, closing a stake of 24,800 shares — an estimated $1.13M sold.

Silversage Advisors first reported a position in IYH in Q4 2019 and held it in 4 quarters. The position peaked at $3.46M in Q2 2020. 376 funds tracked by Wall St. Rank hold IYH as of Q4 2020.

  • Silversage Advisors reported no remaining iShares US Healthcare ETF position as of Q4 2020 after selling out during the quarter.
  • Silversage Advisors sold 24,800 iShares US Healthcare ETF shares in Q4 2020, an estimated $1.13M.
  • Silversage Advisors first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 4 quarters.
  • Silversage Advisors's iShares US Healthcare ETF position peaked at $3.46M in Q2 2020.
  • 376 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2020.

Based on Silversage Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.