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Widmann Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Widmann Financial Services’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
-1,500
Closed -$90K – 266
2021
Q4 		$90K Buy
+1,500
New +$85.7K 0.07% 131

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Wells Fargo
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Manulife (Manufacturers Life Insurance)
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
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Osaic Holdings
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

Widmann Financial Services's IYH Position: Q1 2022 in Review

Widmann Financial Services sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 1,500 shares — an estimated $90K sold.

Widmann Financial Services first reported a position in IYH in Q4 2021 and held it in 1 quarter. The position peaked at $90K in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

  • Widmann Financial Services reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,500 iShares US Healthcare ETF shares in Q1 2022, an estimated $90K.
  • Widmann Financial Services first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's iShares US Healthcare ETF position peaked at $90K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.