Wealthspire Advisors (Maryland)’s iShares US Healthcare ETF IYH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$254K	Buy	5,600 +565	+11%	+$25.6K	0.01%	385
2020 Q2	$217K	Buy	+5,035	New	+$213K	0.02%	404
2020 Q1	–	Sell	-5,015	Closed	-$216K	–	470
2019 Q4	$216K	Buy	+5,015	New	+$203K	0.01%	454
2019 Q2	–	Sell	-5,015	Closed	-$194K	–	1224
2019 Q1	$194K	Buy	5,015 +890	+22%	+$33.8K	0.01%	446
2018 Q4	$149K	Buy	4,125 +5	+0.1%	+$192	0.01%	479
2018 Q3	$167K	Hold	4,120	–	–	0.01%	505
2018 Q2	$147K	Hold	4,120	–	–	0.01%	560
2018 Q1	$142K	Sell	4,120 -670	-14%	-$24.1K	0.01%	585
2017 Q4	$167K	Buy	4,790 +3,395	+243%	+$118K	0.02%	550
2017 Q3	$48K	Sell	1,395 -1,005	-42%	-$33.9K	0.01%	994
2017 Q2	$80K	Hold	2,400	–	–	0.01%	777
2017 Q1	$75K	Hold	2,400	–	–	0.01%	681
2016 Q4	$69K	Buy	2,400 +340	+17%	+$9.86K	0.01%	682
2016 Q3	$62K	Hold	2,060	–	–	0.01%	719
2016 Q2	$61K	Hold	2,060	–	–	0.01%	682
2016 Q1	$58K	Buy	+2,060	New	+$57K	0.01%	665

Other funds holding IYH

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJFSA

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

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IYH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares US Healthcare ETF (IYH) stake by 11% in Q3 2020, buying an estimated $25.6K and bringing the position to 5,600 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #385.

Wealthspire Advisors (Maryland) first reported a position in IYH in Q1 2016 and has held it in 16 quarters since. 331 funds tracked by Wall St. Rank hold IYH as of Q3 2020.

Wealthspire Advisors (Maryland) held 5,600 shares of iShares US Healthcare ETF worth $254K as of Q3 2020.
Wealthspire Advisors (Maryland) bought 565 iShares US Healthcare ETF shares in Q3 2020, an estimated $25.6K.
iShares US Healthcare ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #385 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares US Healthcare ETF in Q1 2016 and has held it in 16 quarters since.
331 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.