Wealth Management Partners’s iShares US Healthcare ETF IYH Stock Holding History

Wealth Management Partners’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 Q1	–	Sell	-5,000	Closed	-$200K	–	117
2021 Q4	$200K	Buy	+5,000	New	+$286K	0.14%	107
2021 Q3	–	Sell	-4,255	Closed	-$232K	–	118
2021 Q2	$232K	Hold	4,255	–	–	0.16%	108
2021 Q1	$214K	Sell	4,255 -1,025	-19%	-$51.5K	0.16%	115
2020 Q4	$272K	Buy	+5,280	New	+$249K	0.21%	96

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

RJFSA

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

Wealth Management Partners's IYH Position: Q1 2022 in Review

Wealth Management Partners sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 5,000 shares — an estimated $200K sold.

Wealth Management Partners first reported a position in IYH in Q4 2020 and held it in 4 quarters. The position peaked at $272K in Q4 2020. 422 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Wealth Management Partners reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
Wealth Management Partners sold 5,000 iShares US Healthcare ETF shares in Q1 2022, an estimated $200K.
Wealth Management Partners first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 4 quarters.
Wealth Management Partners's iShares US Healthcare ETF position peaked at $272K in Q4 2020.
422 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Wealth Management Partners's 13F filing for Q1 2022, filed 13 Apr 2022.