WBH Advisory’s iShares US Healthcare ETF IYH Stock Holding History

WBH Advisory’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
2022 Q3	$219K	Sell	4,335 -870	-17%	-$47K	0.03%	269
2022 Q2	$285K	Buy	5,205 +370	+8%	+$20.3K	0.04%	254
2022 Q1	$270K	Buy	+4,835	New	+$270K	0.03%	270

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

WBH Advisory's IYH Position: Q3 2022 in Review

WBH Advisory reduced its iShares US Healthcare ETF (IYH) stake by 17% in Q3 2022, selling an estimated $47K and leaving 4,335 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #269.

WBH Advisory first reported a position in IYH in Q1 2022 and has held it in 3 quarters since. The position peaked at $285K in Q2 2022. 426 funds tracked by Wall St. Rank hold IYH as of Q3 2022.

WBH Advisory held 4,335 shares of iShares US Healthcare ETF worth $219K as of Q3 2022.
WBH Advisory sold 870 iShares US Healthcare ETF shares in Q3 2022, an estimated $47K.
iShares US Healthcare ETF made up 0.03% of WBH Advisory's portfolio in Q3 2022, its #269 holding.
WBH Advisory first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 3 quarters since.
WBH Advisory's iShares US Healthcare ETF position peaked at $285K in Q2 2022.
426 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2022.

Based on WBH Advisory's 13F filing for Q3 2022, filed 18 Oct 2022.