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Center for Financial Planning’s iShares US Healthcare ETF IYH Stock Holding History

Center for Financial Planning’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
2020
Q1 		– Sell
-14,185
Closed -$612K – 589
2019
Q4 		$612K Buy
+14,185
New +$573K 0.15% 63

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

Center for Financial Planning's IYH Position: Q1 2020 in Review

Center for Financial Planning sold out of iShares US Healthcare ETF (IYH) in Q1 2020, closing a stake of 14,185 shares — an estimated $612K sold.

Center for Financial Planning first reported a position in IYH in Q4 2019 and held it in 1 quarter. The position peaked at $612K in Q4 2019. 304 funds tracked by Wall St. Rank hold IYH as of Q1 2020.

  • Center for Financial Planning reported no remaining iShares US Healthcare ETF position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 14,185 iShares US Healthcare ETF shares in Q1 2020, an estimated $612K.
  • Center for Financial Planning first reported a position in iShares US Healthcare ETF in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's iShares US Healthcare ETF position peaked at $612K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.