Chevy Chase Trust
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Chevy Chase Trust’s iShares US Healthcare ETF IYH Stock Holding History

Chevy Chase Trust’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
-2,545
Closed -$110K – 821
2019
Q4 		$110K Buy
+2,545
New +$103K ﹤0.01% 713
2019
Q1 		– Sell
-2,545
Closed -$92K – 693
2018
Q4 		$92K Buy
+2,545
New +$97.5K ﹤0.01% 675

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

Chevy Chase Trust's IYH Position: Q1 2020 in Review

Chevy Chase Trust sold out of iShares US Healthcare ETF (IYH) in Q1 2020, closing a stake of 2,545 shares — an estimated $110K sold.

Chevy Chase Trust first reported a position in IYH in Q4 2018 and held it in 2 quarters. The position peaked at $110K in Q4 2019. 304 funds tracked by Wall St. Rank hold IYH as of Q1 2020.

  • Chevy Chase Trust reported no remaining iShares US Healthcare ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 2,545 iShares US Healthcare ETF shares in Q1 2020, an estimated $110K.
  • Chevy Chase Trust first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 2 quarters.
  • Chevy Chase Trust's iShares US Healthcare ETF position peaked at $110K in Q4 2019.
  • 304 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.