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

Endurance 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
2016
Q1 		– Sell
-50
Closed -$1.38K – 512
2015
Q4 		$2K Hold
50
– – ﹤0.01% 489
2015
Q3 		$1K Hold
50
– – ﹤0.01% 499
2015
Q2 		$2K Buy
+50
New +$1.57K ﹤0.01% 496

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Endurance Wealth Management's IYH Position: Q1 2016 in Review

Endurance Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2016, closing a stake of 50 shares — an estimated $1.38K sold.

Endurance Wealth Management first reported a position in IYH in Q2 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 184 funds tracked by Wall St. Rank hold IYH as of Q1 2016.

  • Endurance Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2016 after selling out during the quarter.
  • Endurance Wealth Management sold 50 iShares US Healthcare ETF shares in Q1 2016, an estimated $1.38K.
  • Endurance Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2015 and held it in 3 quarters.
  • Endurance Wealth Management's iShares US Healthcare ETF position peaked at $2K in Q4 2015.
  • 184 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2016.

Based on Endurance Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.