TD Private Client Wealth’s iShares US Healthcare ETF IYH Stock Holding History

TD Private Client Wealth’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 Q2	–	Sell	-1,250	Closed	-$72.2K	–	1256
2022 Q1	$72.2K	Hold	1,250	–	–	﹤0.01%	701
2021 Q4	$75.1K	Hold	1,250	–	–	﹤0.01%	683
2021 Q3	$69K	Hold	1,250	–	–	﹤0.01%	687
2021 Q2	$68.2K	Hold	1,250	–	–	﹤0.01%	682
2021 Q1	$63.1K	Hold	1,250	–	–	﹤0.01%	671
2020 Q4	$61.5K	Hold	1,250	–	–	﹤0.01%	627
2020 Q3	$56.8K	Hold	1,250	–	–	﹤0.01%	593
2020 Q2	$53.9K	Hold	1,250	–	–	﹤0.01%	601
2020 Q1	$47K	Hold	1,250	–	–	﹤0.01%	591
2019 Q4	$53.9K	Buy	+1,250	New	+$50.5K	﹤0.01%	597

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TD Private Client Wealth's IYH Position: Q2 2022 in Review

TD Private Client Wealth sold out of iShares US Healthcare ETF (IYH) in Q2 2022, closing a stake of 1,250 shares — an estimated $72.2K sold.

TD Private Client Wealth first reported a position in IYH in Q4 2019 and held it in 10 quarters. The position peaked at $75.1K in Q4 2021. 420 funds tracked by Wall St. Rank hold IYH as of Q2 2022.

TD Private Client Wealth reported no remaining iShares US Healthcare ETF position as of Q2 2022 after selling out during the quarter.
TD Private Client Wealth sold 1,250 iShares US Healthcare ETF shares in Q2 2022, an estimated $72.2K.
TD Private Client Wealth first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 10 quarters.
TD Private Client Wealth's iShares US Healthcare ETF position peaked at $75.1K in Q4 2021.
420 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2022.

Based on TD Private Client Wealth's 13F filing for Q2 2022, filed 16 Aug 2024.