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Domani Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Domani Wealth’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
Q2 		– Sell
-6,500
Closed -$202K – 98
2017
Q1 		$202K Buy
+6,500
New +$198K 0.08% 97
2016
Q4 		– Sell
-7,250
Closed -$218K – 109
2016
Q3 		$218K Buy
+7,250
New +$222K 0.08% 108

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Domani Wealth's IYH Position: Q2 2017 in Review

Domani Wealth sold out of iShares US Healthcare ETF (IYH) in Q2 2017, closing a stake of 6,500 shares — an estimated $202K sold.

Domani Wealth first reported a position in IYH in Q3 2016 and held it in 2 quarters. The position peaked at $218K in Q3 2016. 215 funds tracked by Wall St. Rank hold IYH as of Q2 2017.

  • Domani Wealth reported no remaining iShares US Healthcare ETF position as of Q2 2017 after selling out during the quarter.
  • Domani Wealth sold 6,500 iShares US Healthcare ETF shares in Q2 2017, an estimated $202K.
  • Domani Wealth first reported a position in iShares US Healthcare ETF in Q3 2016 and held it in 2 quarters.
  • Domani Wealth's iShares US Healthcare ETF position peaked at $218K in Q3 2016.
  • 215 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2017.

Based on Domani Wealth's 13F filing for Q2 2017, filed 11 Aug 2017.