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USCA RIA’s iShares US Healthcare ETF IYH Stock Holding History

USCA RIA’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 		$467K Hold
8,560
– – 0.03% 403
2021
Q1 		$432K Hold
8,560
– – 0.03% 400
2020
Q4 		$421K Sell
8,560
-1,660
-16% -$78.3K 0.03% 352
2020
Q3 		$464K Hold
10,220
– – 0.04% 301
2020
Q2 		$441K Hold
10,220
– – 0.04% 294
2020
Q1 		$384K Sell
10,220
-48,685
-83% -$2M 0.04% 292
2019
Q4 		$2.54M Sell
58,905
-745
-1% -$30.1K 0.23% 137
2019
Q3 		$2.25M Sell
59,650
-380
-0.6% -$14.6K 0.22% 130
2019
Q2 		$2.34M Sell
60,030
-180
-0.3% -$6.81K 0.24% 130
2019
Q1 		$2.33M Sell
60,210
-6,565
-10% -$249K 0.25% 129
2018
Q4 		$2.42M Sell
66,775
-32,350
-33% -$1.24M 0.32% 108
2018
Q3 		$4.02M Buy
99,125
+11,185
+13% +$431K 0.41% 64
2018
Q2 		$3.13M Buy
87,940
+805
+0.9% +$28.4K 0.34% 83
2018
Q1 		$3.01M Buy
87,135
+1,525
+2% +$54.9K 0.33% 92
2017
Q4 		$2.98M Sell
85,610
-1,480
-2% -$51.4K 0.33% 94
2017
Q3 		$2.9M Hold
87,090
– – 0.37% 78
2017
Q2 		$2.9M Sell
87,090
-3,290
-4% -$105K 0.37% 79
2017
Q1 		$2.81M Sell
90,380
-3,790
-4% -$116K 0.41% 66
2016
Q4 		$2.71M Sell
94,170
-2,560
-3% -$74.2K 0.42% 64
2016
Q3 		$2.91M Sell
96,730
-7,045
-7% -$215K 0.48% 53
2016
Q2 		$3.08M Sell
103,775
-2,565
-2% -$74.9K 0.52% 42
2016
Q1 		$2.99M Buy
106,340
+15,935
+18% +$441K 0.54% 42
2015
Q4 		$2.71M Buy
90,405
+13,160
+17% +$391K 0.59% 44
2015
Q3 		$2.16M Buy
77,245
+70,490
+1,044% +$2.19M 0.54% 49
2015
Q2 		$214K Buy
+6,755
New +$213K 0.06% 307

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
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

USCA RIA's IYH Position: Q2 2021 in Review

USCA RIA held its iShares US Healthcare ETF (IYH) position steady in Q2 2021 at 8,560 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #403.

USCA RIA first reported a position in IYH in Q2 2015 and has held it in 25 quarters since. The position peaked at $4.02M in Q3 2018. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

  • USCA RIA held 8,560 shares of iShares US Healthcare ETF worth $467K as of Q2 2021.
  • USCA RIA left its iShares US Healthcare ETF share count unchanged in Q2 2021.
  • iShares US Healthcare ETF made up 0.03% of USCA RIA's portfolio in Q2 2021, its #403 holding.
  • USCA RIA first reported a position in iShares US Healthcare ETF in Q2 2015 and has held it in 25 quarters since.
  • USCA RIA's iShares US Healthcare ETF position peaked at $4.02M in Q3 2018.
  • 369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.