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

US Financial 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 Q2	–	Sell	-8,695	Closed	-$439K	–	106
2021 Q1	$439K	Buy	8,695 +3,115	+56%	+$157K	0.12%	91
2020 Q4	$275K	Buy	+5,580	New	+$263K	0.08%	101
2016 Q1	–	Sell	-7,215	Closed	-$217K	–	552
2015 Q4	$217K	Buy	7,215 +3,595	+99%	+$107K	0.21%	62
2015 Q3	$101K	Hold	3,620	–	–	0.17%	71
2015 Q2	$115K	Sell	3,620 -765	-17%	-$24.1K	0.11%	64
2015 Q1	$135K	Buy	4,385 +2,000	+84%	+$60.4K	0.12%	63
2014 Q4	$69K	Buy	+2,385	New	+$67.2K	0.06%	91

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

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

US Financial Advisors's IYH Position: Q2 2021 in Review

US Financial Advisors sold out of iShares US Healthcare ETF (IYH) in Q2 2021, closing a stake of 8,695 shares — an estimated $439K sold.

US Financial Advisors first reported a position in IYH in Q4 2014 and held it in 7 quarters. The position peaked at $439K in Q1 2021. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

US Financial Advisors reported no remaining iShares US Healthcare ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 8,695 iShares US Healthcare ETF shares in Q2 2021, an estimated $439K.
US Financial Advisors first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 7 quarters.
US Financial Advisors's iShares US Healthcare ETF position peaked at $439K in Q1 2021.
369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.