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Bruderman Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Bruderman Asset Management’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
-855
Closed -$33K – 335
2019
Q1 		$33K Buy
855
+10
+1% +$380 0.01% 316
2018
Q4 		$31K Buy
+845
New +$32.4K 0.01% 296

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

Bruderman Asset Management's IYH Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares US Healthcare ETF (IYH) in Q2 2019, closing a stake of 855 shares — an estimated $33K sold.

Bruderman Asset Management first reported a position in IYH in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q1 2019. 289 funds tracked by Wall St. Rank hold IYH as of Q2 2019.

  • Bruderman Asset Management reported no remaining iShares US Healthcare ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 855 iShares US Healthcare ETF shares in Q2 2019, an estimated $33K.
  • Bruderman Asset Management first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's iShares US Healthcare ETF position peaked at $33K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.