TCI Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-940	Closed	-$51.3K	–	1217
2023 Q1	$51.3K	Hold	940	–	–	0.01%	427
2022 Q4	$53.3K	Hold	940	–	–	0.01%	395
2022 Q3	$48K	Sell	940 -125	-12%	-$6.75K	0.01%	379
2022 Q2	$57K	Buy	1,065 +125	+13%	+$6.86K	0.01%	340
2022 Q1	$54K	Hold	940	–	–	0.01%	387
2021 Q4	$56K	Hold	940	–	–	0.01%	382
2021 Q3	$52K	Hold	940	–	–	0.01%	404
2021 Q2	$51K	Hold	940	–	–	0.01%	384
2021 Q1	$47K	Sell	940 -100	-10%	-$5.03K	0.02%	364
2020 Q4	$51K	Buy	1,040 +100	+11%	+$4.72K	0.02%	332
2020 Q3	$43K	Hold	940	–	–	0.02%	336
2020 Q2	$41K	Hold	940	–	–	0.02%	341
2020 Q1	$35K	Hold	940	–	–	0.02%	358
2019 Q4	$41K	Hold	940	–	–	0.02%	421
2019 Q3	$36K	Buy	+940	New	+$36.2K	0.02%	386
2019 Q2	–	Hold	0	–	–	–	361
2019 Q1	–	Hold	0	–	–	–	397
2018 Q4	–	Hold	0	–	–	–	380
2018 Q3	–	Hold	0	–	–	–	384
2018 Q2	–	Sell	-940	Closed	-$33.1K	–	395
2018 Q1	$32K	Buy	+940	New	+$33.8K	0.01%	395
2017 Q4	–	Hold	0	–	–	–	400
2017 Q3	–	Hold	0	–	–	–	388
2017 Q2	–	Hold	0	–	–	–	390
2017 Q1	–	Hold	0	–	–	–	383
2016 Q4	–	Hold	0	–	–	–	430
2016 Q3	–	Hold	0	–	–	–	385
2016 Q2	–	Hold	0	–	–	–	377
2016 Q1	–	Hold	0	–	–	–	392
2015 Q4	–	Hold	0	–	–	–	384
2015 Q3	–	Hold	0	–	–	–	361

Other funds holding IYH

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TCI Wealth Advisors's IYH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2023, closing a stake of 940 shares — an estimated $51.3K sold.

TCI Wealth Advisors first reported a position in IYH in Q1 2018 and held it in 16 quarters. The position peaked at $57K in Q2 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 940 iShares US Healthcare ETF shares in Q2 2023, an estimated $51.3K.
TCI Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 16 quarters.
TCI Wealth Advisors's iShares US Healthcare ETF position peaked at $57K in Q2 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.