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Wealthcare Advisory Partners’s iShares US Healthcare ETF IYH Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-1,600
Closed -$81K – 1215
2021
Q1 		$81K Buy
+1,600
New +$80.4K 0.01% 727
2020
Q2 		– Sell
-1,635
Closed -$61K – 870
2020
Q1 		$61K Buy
1,635
+75
+5% +$3.08K 0.01% 470
2019
Q4 		$67K Buy
1,560
+255
+20% +$10.3K 0.01% 486
2019
Q3 		$49K Sell
1,305
-115
-8% -$4.43K 0.01% 536
2019
Q2 		$55K Hold
1,420
– – 0.01% 482
2019
Q1 		$55K Sell
1,420
-95
-6% -$3.61K 0.01% 441
2018
Q4 		$55K Buy
1,515
+5
+0.3% +$192 0.01% 411
2018
Q3 		$61K Buy
1,510
+100
+7% +$3.86K 0.01% 425
2018
Q2 		$50K Buy
1,410
+205
+17% +$7.23K 0.01% 463
2018
Q1 		$42K Hold
1,205
– – 0.01% 433
2017
Q4 		$42K Buy
1,205
+120
+11% +$4.17K 0.01% 402
2017
Q3 		$37K Buy
+1,085
New +$36.6K 0.01% 348

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

Wealthcare Advisory Partners's IYH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares US Healthcare ETF (IYH) in Q2 2021, closing a stake of 1,600 shares — an estimated $81K sold.

Wealthcare Advisory Partners first reported a position in IYH in Q3 2017 and held it in 12 quarters. The position peaked at $81K in Q1 2021. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iShares US Healthcare ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,600 iShares US Healthcare ETF shares in Q2 2021, an estimated $81K.
  • Wealthcare Advisory Partners first reported a position in iShares US Healthcare ETF in Q3 2017 and held it in 12 quarters.
  • Wealthcare Advisory Partners's iShares US Healthcare ETF position peaked at $81K in Q1 2021.
  • 369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.