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Advantage Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Advantage Investment Management’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
2019
Q3 		$26K Hold
675
– – 0.02% 465
2019
Q2 		$26K Hold
675
– – 0.02% 471
2019
Q1 		$26K Sell
675
-370
-35% -$14.1K 0.02% 465
2018
Q4 		$38K Sell
1,045
-11,890
-92% -$456K 0.03% 385
2018
Q3 		$525K Buy
12,935
+11,895
+1,144% +$459K 0.34% 58
2018
Q2 		$37K Sell
1,040
-14,655
-93% -$517K 0.03% 419
2018
Q1 		$542K Buy
15,695
+10,625
+210% +$382K 0.21% 100
2017
Q4 		$177K Sell
5,070
-100,425
-95% -$3.49M 0.05% 194
2017
Q3 		$3.63M Buy
105,495
+97,310
+1,189% +$3.28M 1.18% 24
2017
Q2 		$272K Sell
8,185
-72,130
-90% -$2.3M 0.1% 140
2017
Q1 		$2.5M Buy
80,315
+79,515
+9,939% +$2.43M 0.99% 28
2016
Q4 		$23K Sell
800
-110
-12% -$3.19K 0.01% 479
2016
Q3 		$27K Buy
910
+110
+14% +$3.36K 0.01% 450
2016
Q2 		$24K Hold
800
– – 0.01% 454
2016
Q1 		$22K Sell
800
-1,265
-61% -$35K 0.01% 443
2015
Q4 		$62K Sell
2,065
-18,190
-90% -$541K 0.03% 301
2015
Q3 		$567K Sell
20,255
-63,775
-76% -$1.99M 0.32% 64
2015
Q2 		$2.67M Sell
84,030
-49,975
-37% -$1.57M 1.3% 16
2015
Q1 		$4.14M Buy
134,005
+57,250
+75% +$1.73M 2.34% 6
2014
Q4 		$2.21M Buy
+76,755
New +$2.16M 1.65% 16

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advantage Investment Management's IYH Position: Q3 2019 in Review

Advantage Investment Management held its iShares US Healthcare ETF (IYH) position steady in Q3 2019 at 675 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #465.

Advantage Investment Management first reported a position in IYH in Q4 2014 and has held it in 20 quarters since. The position peaked at $4.14M in Q1 2015. 278 funds tracked by Wall St. Rank hold IYH as of Q3 2019.

  • Advantage Investment Management held 675 shares of iShares US Healthcare ETF worth $26K as of Q3 2019.
  • Advantage Investment Management left its iShares US Healthcare ETF share count unchanged in Q3 2019.
  • iShares US Healthcare ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #465 holding.
  • Advantage Investment Management first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's iShares US Healthcare ETF position peaked at $4.14M in Q1 2015.
  • 278 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.