Spectrum Management Group’s iShares US Healthcare ETF IYH Stock Holding History

Spectrum Management Group’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 Q3	$1.36M	Buy	26,860 +26,535	+8,165%	+$1.43M	0.3%	61
2022 Q2	$17K	Hold	325	–	–	﹤0.01%	171
2022 Q1	$19K	Hold	325	–	–	﹤0.01%	191
2021 Q4	$20K	Hold	325	–	–	﹤0.01%	184
2021 Q3	$18K	Hold	325	–	–	﹤0.01%	247
2021 Q2	$18K	Hold	325	–	–	﹤0.01%	188
2021 Q1	$16K	Hold	325	–	–	﹤0.01%	189
2020 Q4	$16K	Hold	325	–	–	﹤0.01%	173
2020 Q3	$15K	Hold	325	–	–	﹤0.01%	185
2020 Q2	$14K	Hold	325	–	–	﹤0.01%	188
2020 Q1	$12K	Buy	+325	New	+$13.4K	﹤0.01%	178

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Spectrum Management Group's IYH Position: Q3 2022 in Review

Spectrum Management Group increased its iShares US Healthcare ETF (IYH) stake by 8,165% in Q3 2022, buying an estimated $1.43M and bringing the position to 26,860 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #61.

Spectrum Management Group first reported a position in IYH in Q1 2020 and has held it in 11 quarters since. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

Spectrum Management Group held 26,860 shares of iShares US Healthcare ETF worth $1.36M as of Q3 2022.
Spectrum Management Group bought 26,535 iShares US Healthcare ETF shares in Q3 2022, an estimated $1.43M.
iShares US Healthcare ETF made up 0.3% of Spectrum Management Group's portfolio in Q3 2022, its #61 holding.
Spectrum Management Group first reported a position in iShares US Healthcare ETF in Q1 2020 and has held it in 11 quarters since.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.