TrustCore Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

TrustCore Financial Services’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 Q2	–	Sell	-225	Closed	-$11K	–	1087
2021 Q1	$11K	Hold	225	–	–	﹤0.01%	679
2020 Q4	$11K	Hold	225	–	–	﹤0.01%	659
2020 Q3	$10K	Hold	225	–	–	﹤0.01%	612
2020 Q2	$10K	Hold	225	–	–	﹤0.01%	625
2020 Q1	$8K	Hold	225	–	–	﹤0.01%	630
2019 Q4	$10K	Hold	225	–	–	﹤0.01%	637
2019 Q3	$9K	Hold	225	–	–	﹤0.01%	664
2019 Q2	$9K	Hold	225	–	–	﹤0.01%	653
2019 Q1	$9K	Buy	+225	New	+$8.55K	﹤0.01%	584
2018 Q4	–	Sell	-225	Closed	-$9K	–	607
2018 Q3	$9K	Hold	225	–	–	﹤0.01%	581
2018 Q2	$8K	Hold	225	–	–	﹤0.01%	601
2018 Q1	$8K	Hold	225	–	–	﹤0.01%	538
2017 Q4	$8K	Buy	+225	New	+$7.81K	﹤0.01%	519

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

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

RJFSA

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

TrustCore Financial Services's IYH Position: Q2 2021 in Review

TrustCore Financial Services sold out of iShares US Healthcare ETF (IYH) in Q2 2021, closing a stake of 225 shares — an estimated $11K sold.

TrustCore Financial Services first reported a position in IYH in Q4 2017 and held it in 13 quarters. The position peaked at $11K in Q1 2021. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

TrustCore Financial Services reported no remaining iShares US Healthcare ETF position as of Q2 2021 after selling out during the quarter.
TrustCore Financial Services sold 225 iShares US Healthcare ETF shares in Q2 2021, an estimated $11K.
TrustCore Financial Services first reported a position in iShares US Healthcare ETF in Q4 2017 and held it in 13 quarters.
TrustCore Financial Services's iShares US Healthcare ETF position peaked at $11K in Q1 2021.
369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on TrustCore Financial Services's 13F filing for Q2 2021, filed 2 Aug 2021.