BFG
IYH icon

Barber Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Barber Financial 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
Q1 		– Sell
-9,205
Closed -$333K – 145
2018
Q4 		$333K Buy
9,205
+1,970
+27% +$75.5K 0.07% 93
2018
Q3 		$294K Buy
+7,235
New +$279K 0.07% 101
2017
Q4 		– Sell
-11,555
Closed -$397K – 131
2017
Q3 		$397K Buy
+11,555
New +$389K 0.11% 64
2017
Q2 		– Sell
-12,635
Closed -$393K – 95
2017
Q1 		$393K Buy
+12,635
New +$386K 0.13% 55

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Barber Financial Group's IYH Position: Q1 2019 in Review

Barber Financial Group sold out of iShares US Healthcare ETF (IYH) in Q1 2019, closing a stake of 9,205 shares — an estimated $333K sold.

Barber Financial Group first reported a position in IYH in Q1 2017 and held it in 4 quarters. The position peaked at $397K in Q3 2017. 293 funds tracked by Wall St. Rank hold IYH as of Q1 2019.

  • Barber Financial Group reported no remaining iShares US Healthcare ETF position as of Q1 2019 after selling out during the quarter.
  • Barber Financial Group sold 9,205 iShares US Healthcare ETF shares in Q1 2019, an estimated $333K.
  • Barber Financial Group first reported a position in iShares US Healthcare ETF in Q1 2017 and held it in 4 quarters.
  • Barber Financial Group's iShares US Healthcare ETF position peaked at $397K in Q3 2017.
  • 293 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2019.

Based on Barber Financial Group's 13F filing for Q1 2019, filed 26 Apr 2019.