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Doyle Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-480
Closed -$19K – 482
2019
Q2 		$19K Buy
+480
New +$18.2K ﹤0.01% 517
2019
Q1 		– Sell
-795
Closed -$29K – 460
2018
Q4 		$29K Buy
+795
New +$30.5K ﹤0.01% 460

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Doyle Wealth Management's IYH Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q3 2019, closing a stake of 480 shares — an estimated $19K sold.

Doyle Wealth Management first reported a position in IYH in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q4 2018. 278 funds tracked by Wall St. Rank hold IYH as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares US Healthcare ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 480 iShares US Healthcare ETF shares in Q3 2019, an estimated $19K.
  • Doyle Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares US Healthcare ETF position peaked at $29K in Q4 2018.
  • 278 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.