Vivid Financial Management’s iShares US Healthcare ETF IYH Stock Holding History

Vivid Financial 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 Q4	$2.98M	Buy	49,605 +2,110	+4%	+$121K	1.11%	22
2021 Q3	$2.62M	Buy	47,495 +1,425	+3%	+$81.5K	1.07%	22
2021 Q2	$2.51M	Buy	46,070 +2,045	+5%	+$108K	1.03%	21
2021 Q1	$2.22M	Buy	44,025 +420	+1%	+$21.1K	1.02%	23
2020 Q4	$2.15M	Sell	43,605 -2,260	-5%	-$107K	1.04%	23
2020 Q3	$2.08M	Buy	45,865 +480	+1%	+$21.7K	1.28%	22
2020 Q2	$1.96M	Buy	45,385 +5,910	+15%	+$249K	1.22%	22
2020 Q1	$1.48M	Buy	39,475 +2,500	+7%	+$103K	1.94%	17
2019 Q4	$1.61M	Buy	+36,975	New	+$1.49M	1.72%	16

Other funds holding IYH

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

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

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

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

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

RJFSA

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

Vivid Financial Management's IYH Position: Q4 2021 in Review

Vivid Financial Management increased its iShares US Healthcare ETF (IYH) stake by 4.4% in Q4 2021, buying an estimated $121K and bringing the position to 49,605 shares worth $2.98M. The position accounts for 1.11% of the portfolio, ranked #22.

Vivid Financial Management first reported a position in IYH in Q4 2019 and has held it in 9 quarters since. 427 funds tracked by Wall St. Rank hold IYH as of Q4 2021.

Vivid Financial Management held 49,605 shares of iShares US Healthcare ETF worth $2.98M as of Q4 2021.
Vivid Financial Management bought 2,110 iShares US Healthcare ETF shares in Q4 2021, an estimated $121K.
iShares US Healthcare ETF made up 1.11% of Vivid Financial Management's portfolio in Q4 2021, its #22 holding.
Vivid Financial Management first reported a position in iShares US Healthcare ETF in Q4 2019 and has held it in 9 quarters since.
427 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.