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Estate Counselors’s iShares US Healthcare ETF IYH Stock Holding History

Estate Counselors’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
2018
Q2 		– Sell
-10,000
Closed -$345K – 67
2018
Q1 		$345K Buy
+10,000
New +$360K 0.06% 63

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
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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Estate Counselors's IYH Position: Q2 2018 in Review

Estate Counselors sold out of iShares US Healthcare ETF (IYH) in Q2 2018, closing a stake of 10,000 shares — an estimated $345K sold.

Estate Counselors first reported a position in IYH in Q1 2018 and held it in 1 quarter. The position peaked at $345K in Q1 2018. 240 funds tracked by Wall St. Rank hold IYH as of Q2 2018.

  • Estate Counselors reported no remaining iShares US Healthcare ETF position as of Q2 2018 after selling out during the quarter.
  • Estate Counselors sold 10,000 iShares US Healthcare ETF shares in Q2 2018, an estimated $345K.
  • Estate Counselors first reported a position in iShares US Healthcare ETF in Q1 2018 and held it in 1 quarter.
  • Estate Counselors's iShares US Healthcare ETF position peaked at $345K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2018.

Based on Estate Counselors's 13F filing for Q2 2018, filed 8 Aug 2018.