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Advisor Group’s iShares US Healthcare ETF IYH Stock Holding History

Advisor Group’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
Q4 		$5.22M Buy
120,975
+56,560
+88% +$2.28M 0.04% 406
2019
Q3 		$2.44M Sell
64,415
-3,015
-4% -$116K 0.02% 683
2019
Q2 		$2.64M Sell
67,430
-33,080
-33% -$1.25M 0.02% 640
2019
Q1 		$3.9M Sell
100,510
-23,700
-19% -$901K 0.03% 451
2018
Q4 		$4.49M Sell
124,210
-26,515
-18% -$1.02M 0.04% 342
2018
Q3 		$6.12M Buy
150,725
+104,450
+226% +$4.03M 0.06% 260
2018
Q2 		$1.65M Sell
46,275
-9,005
-16% -$317K 0.02% 620
2018
Q1 		$1.91M Sell
55,280
-5,890
-10% -$212K 0.03% 575
2017
Q4 		$2.13M Sell
61,170
-75,930
-55% -$2.64M 0.03% 535
2017
Q3 		$4.71M Buy
137,100
+56,565
+70% +$1.91M 0.07% 237
2017
Q2 		$2.68M Sell
80,535
-49,335
-38% -$1.58M 0.05% 383
2017
Q1 		$4.04M Buy
129,870
+78,225
+151% +$2.39M 0.08% 253
2016
Q4 		$1.49M Sell
51,645
-39,695
-43% -$1.15M 0.03% 512
2016
Q3 		$2.74M Buy
91,340
+1,475
+2% +$45.1K 0.07% 316
2016
Q2 		$2.66M Buy
+89,865
New +$2.62M 0.07% 305

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Advisor Group's IYH Position: Q4 2019 in Review

Advisor Group increased its iShares US Healthcare ETF (IYH) stake by 88% in Q4 2019, buying an estimated $2.28M and bringing the position to 120,975 shares worth $5.22M. The position accounts for 0.04% of the portfolio, ranked #406.

Advisor Group first reported a position in IYH in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.12M in Q3 2018. 324 funds tracked by Wall St. Rank hold IYH as of Q4 2019.

  • Advisor Group held 120,975 shares of iShares US Healthcare ETF worth $5.22M as of Q4 2019.
  • Advisor Group bought 56,560 iShares US Healthcare ETF shares in Q4 2019, an estimated $2.28M.
  • iShares US Healthcare ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #406 holding.
  • Advisor Group first reported a position in iShares US Healthcare ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Healthcare ETF position peaked at $6.12M in Q3 2018.
  • 324 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.