Constellation Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
2014
Q3
$238K Sell
2014
Q2
$869K Sell
2014
Q1
$5.84M Buy
2013
Q4
$3.55M Buy
2013
Q3
$2.76M Buy