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IYH icon

Cutter & Co Brokerage’s iShares US Healthcare ETF IYH Stock Holding History

Cutter & Co Brokerage’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
2016
Q4 		– Sell
-11,295
Closed -$339K – 263
2016
Q3 		$339K Buy
11,295
+850
+8% +$26K 0.15% 139
2016
Q2 		$310K Sell
10,445
-510
-5% -$14.9K 0.13% 146
2016
Q1 		$308K Sell
10,955
-5,265
-32% -$146K 0.14% 146
2015
Q4 		$487K Buy
16,220
+5,225
+48% +$155K 0.23% 100
2015
Q3 		$308K Sell
10,995
-13,990
-56% -$436K 0.15% 133
2015
Q2 		$793K Buy
24,985
+2,225
+10% +$70K 0.32% 94
2015
Q1 		$702K Buy
22,760
+10,385
+84% +$314K 0.29% 100
2014
Q4 		$357K Buy
12,375
+3,710
+43% +$104K 0.14% 154
2014
Q3 		$233K Buy
+8,665
New +$228K 0.09% 190

Other funds holding IYH

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return