Townsend Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Townsend Asset Management’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
2021 Q3	–	Sell	-730	Closed	-$40K	–	209
2021 Q2	$40K	Hold	730	–	–	0.02%	168
2021 Q1	$37K	Hold	730	–	–	0.02%	157
2020 Q4	$36K	Hold	730	–	–	0.02%	155
2020 Q3	$33K	Hold	730	–	–	0.03%	152
2020 Q2	$31K	Sell	730 -115	-14%	-$4.85K	0.03%	155
2020 Q1	$32K	Buy	845 +730	+635%	+$30K	0.03%	142
2019 Q4	$5K	Buy	+115	New	+$4.64K	﹤0.01%	187

Other funds holding IYH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Townsend Asset Management's IYH Position: Q3 2021 in Review

Townsend Asset Management sold out of iShares US Healthcare ETF (IYH) in Q3 2021, closing a stake of 730 shares — an estimated $40K sold.

Townsend Asset Management first reported a position in IYH in Q4 2019 and held it in 7 quarters. The position peaked at $40K in Q2 2021. 382 funds tracked by Wall St. Rank hold IYH as of Q3 2021.

Townsend Asset Management reported no remaining iShares US Healthcare ETF position as of Q3 2021 after selling out during the quarter.
Townsend Asset Management sold 730 iShares US Healthcare ETF shares in Q3 2021, an estimated $40K.
Townsend Asset Management first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 7 quarters.
Townsend Asset Management's iShares US Healthcare ETF position peaked at $40K in Q2 2021.
382 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2021.

Based on Townsend Asset Management's 13F filing for Q3 2021, filed 21 Oct 2021.