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Avantax Planning Partners’s iShares US Healthcare ETF IYH Stock Holding History

Avantax Planning Partners’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
-45
Closed -$2K – 751
2018
Q3 		$2K Buy
+45
New +$1.74K ﹤0.01% 1343
2018
Q2 		– Sell
-45
Closed -$2K – 852
2018
Q1 		$2K Buy
+45
New +$1.62K ﹤0.01% 1604

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

Avantax Planning Partners's IYH Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares US Healthcare ETF (IYH) in Q4 2018, closing a stake of 45 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in IYH in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 289 funds tracked by Wall St. Rank hold IYH as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares US Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 45 iShares US Healthcare ETF shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares US Healthcare ETF position peaked at $2K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.