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Atwood & Palmer’s iShares US Healthcare ETF IYH Stock Holding History

Atwood & Palmer’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
2018
Q4 		– Sell
-2,000
Closed -$81K – 325
2018
Q3 		$81K Hold
2,000
– – 0.01% 164
2018
Q2 		$71K Hold
2,000
– – 0.01% 169
2018
Q1 		$69K Hold
2,000
– – 0.01% 167
2017
Q4 		$70K Hold
2,000
– – 0.01% 171
2017
Q3 		$69K Hold
2,000
– – 0.01% 171
2017
Q2 		$67K Buy
+2,000
New +$63.9K 0.01% 175

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atwood & Palmer's IYH Position: Q4 2018 in Review

Atwood & Palmer sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 2,000 shares — an estimated $81K sold.

Atwood & Palmer first reported a position in IYH in Q2 2017 and held it in 6 quarters. The position peaked at $81K in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

  • Atwood & Palmer reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • Atwood & Palmer sold 2,000 iShares US Healthcare ETF shares in Q4 2018, an estimated $81K.
  • Atwood & Palmer first reported a position in iShares US Healthcare ETF in Q2 2017 and held it in 6 quarters.
  • Atwood & Palmer's iShares US Healthcare ETF position peaked at $81K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Atwood & Palmer's 13F filing for Q4 2018, filed 1 Feb 2019.