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

TRUE Private 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
2021 Q1	–	Sell	-50	Closed	-$2K	–	469
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	665
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	626
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	621
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	638
2019 Q4	$2K	Buy	+50	New	+$2.02K	﹤0.01%	743
2019 Q3	–	Sell	-50	Closed	-$1K	–	483
2019 Q2	$1K	Buy	+50	New	+$1.89K	﹤0.01%	763
2018 Q4	–	Sell	-284,230	Closed	-$11.6M	–	592
2018 Q3	$11.6M	Buy	+284,230	New	+$11M	1.63%	16

Other funds holding IYH

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

TRUE Private Wealth Advisors's IYH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in IYH in Q3 2018 and held it in 7 quarters. The position peaked at $11.6M in Q3 2018. 360 funds tracked by Wall St. Rank hold IYH as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 50 iShares US Healthcare ETF shares in Q1 2021, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's iShares US Healthcare ETF position peaked at $11.6M in Q3 2018.
360 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.