Commonwealth Financial Services’s iShares US Healthcare ETF IYH Stock Holding History

Commonwealth Financial Services’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
2017 Q1	$388K	Buy	12,505 +12,195	+3,934%	+$372K	0.42%	27
2016 Q4	$9K	Hold	310	–	–	0.01%	183
2016 Q3	$9K	Hold	310	–	–	0.01%	178
2016 Q2	$9K	Sell	310 -2,550	-89%	-$74.5K	0.01%	182
2016 Q1	$80K	Hold	2,860	–	–	0.12%	65
2015 Q4	$86K	Sell	2,860 -725	-20%	-$21.6K	0.29%	59
2015 Q3	$100K	Sell	3,585 -31,480	-90%	-$980K	0.12%	60
2015 Q2	$1.11M	Sell	35,065 -70,625	-67%	-$2.22M	1.21%	5
2015 Q1	$3.26M	Buy	105,690 +4,235	+4%	+$128K	2.87%	5
2014 Q4	$2.92M	Buy	+101,455	New	+$2.86M	2.62%	7

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Financial Services's IYH Position: Q1 2017 in Review

Commonwealth Financial Services increased its iShares US Healthcare ETF (IYH) stake by 3,934% in Q1 2017, buying an estimated $372K and bringing the position to 12,505 shares worth $388K. The position accounts for 0.42% of the portfolio, ranked #27.

Commonwealth Financial Services first reported a position in IYH in Q4 2014 and has held it in 10 quarters since. The position peaked at $3.26M in Q1 2015. 202 funds tracked by Wall St. Rank hold IYH as of Q1 2017.

Commonwealth Financial Services held 12,505 shares of iShares US Healthcare ETF worth $388K as of Q1 2017.
Commonwealth Financial Services bought 12,195 iShares US Healthcare ETF shares in Q1 2017, an estimated $372K.
iShares US Healthcare ETF made up 0.42% of Commonwealth Financial Services's portfolio in Q1 2017, its #27 holding.
Commonwealth Financial Services first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's iShares US Healthcare ETF position peaked at $3.26M in Q1 2015.
202 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.