TimeScale Financial’s iShares US Healthcare ETF IYH Stock Holding History

TimeScale Financial’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	$67.8K	Buy	1,210 +235	+24%	+$13.1K	0.01%	188
2023 Q1	$53.2K	Buy	975 +720	+282%	+$39.5K	0.01%	202
2022 Q4	$13K	Hold	255	–	–	﹤0.01%	262
2022 Q3	$13K	Hold	255	–	–	﹤0.01%	264
2022 Q2	$14K	Hold	255	–	–	﹤0.01%	251
2022 Q1	$15K	Hold	255	–	–	﹤0.01%	258
2021 Q4	$15K	Buy	255 +5	+2%	+$286	﹤0.01%	259
2021 Q3	$14K	Sell	250 -5	-2%	-$286	﹤0.01%	271
2021 Q2	$14K	Buy	255 +5	+2%	+$265	﹤0.01%	276
2021 Q1	$13K	Hold	250	–	–	﹤0.01%	295
2020 Q4	$12K	Hold	250	–	–	﹤0.01%	263
2020 Q3	$11K	Hold	250	–	–	﹤0.01%	277
2020 Q2	$11K	Hold	250	–	–	﹤0.01%	279
2020 Q1	$9K	Sell	250 -240	-49%	-$9.87K	﹤0.01%	283
2019 Q4	$21K	Hold	490	–	–	0.01%	268
2019 Q3	$19K	Sell	490 -550	-53%	-$21.2K	0.01%	285
2019 Q2	$41K	Buy	+1,040	New	+$39.4K	0.02%	201

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TimeScale Financial's IYH Position: Q2 2023 in Review

TimeScale Financial increased its iShares US Healthcare ETF (IYH) stake by 24% in Q2 2023, buying an estimated $13.1K and bringing the position to 1,210 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #188.

TimeScale Financial first reported a position in IYH in Q2 2019 and has held it in 17 quarters since. 474 funds tracked by Wall St. Rank hold IYH as of Q2 2023.

TimeScale Financial held 1,210 shares of iShares US Healthcare ETF worth $67.8K as of Q2 2023.
TimeScale Financial bought 235 iShares US Healthcare ETF shares in Q2 2023, an estimated $13.1K.
iShares US Healthcare ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #188 holding.
TimeScale Financial first reported a position in iShares US Healthcare ETF in Q2 2019 and has held it in 17 quarters since.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.