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Atria Investments’s iShares US Healthcare ETF IYH Stock Holding History

Atria Investments’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
Q2 		– Sell
-15,035
Closed -$583K – 1031
2019
Q1 		$583K Sell
15,035
-11,345
-43% -$431K 0.02% 492
2018
Q4 		$954K Sell
26,380
-16,510
-38% -$633K 0.04% 317
2018
Q3 		$1.74M Buy
+42,890
New +$1.65M 0.07% 264
2017
Q4 		– Sell
-45,830
Closed -$1.57M – 856
2017
Q3 		$1.57M Buy
45,830
+34,880
+319% +$1.18M 0.09% 230
2017
Q2 		$364K Buy
+10,950
New +$350K 0.02% 507
2016
Q1 		– Sell
-85,400
Closed -$2.41M – 466
2015
Q4 		$2.41M Buy
85,400
+915
+1% +$27.2K 0.27% 59
2015
Q3 		$2.36M Sell
84,485
-116,745
-58% -$3.64M 0.33% 52
2015
Q2 		$6.39M Buy
201,230
+30,565
+18% +$962K 0.75% 22
2015
Q1 		$5.27M Buy
170,665
+85,165
+100% +$2.57M 0.6% 27
2014
Q4 		$2.46M Sell
85,500
-365,945
-81% -$10.3M 0.26% 62
2014
Q3 		$12.1M Buy
451,445
+37,555
+9% +$989K 1.24% 14
2014
Q2 		$10.6M Sell
413,890
-302,825
-42% -$7.48M 1.06% 23
2014
Q1 		$17.6M Buy
716,715
+277,240
+63% +$6.74M 1.8% 9
2013
Q4 		$10.2M Sell
439,475
-214,100
-33% -$4.81M 1.02% 26
2013
Q3 		$14M Buy
+653,575
New +$13.9M 1.45% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Atria Investments's IYH Position: Q2 2019 in Review

Atria Investments sold out of iShares US Healthcare ETF (IYH) in Q2 2019, closing a stake of 15,035 shares — an estimated $583K sold.

Atria Investments first reported a position in IYH in Q3 2013 and held it in 15 quarters. The position peaked at $17.6M in Q1 2014. 289 funds tracked by Wall St. Rank hold IYH as of Q2 2019.

  • Atria Investments reported no remaining iShares US Healthcare ETF position as of Q2 2019 after selling out during the quarter.
  • Atria Investments sold 15,035 iShares US Healthcare ETF shares in Q2 2019, an estimated $583K.
  • Atria Investments first reported a position in iShares US Healthcare ETF in Q3 2013 and held it in 15 quarters.
  • Atria Investments's iShares US Healthcare ETF position peaked at $17.6M in Q1 2014.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.