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

Executive 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
-3,285
Closed -$128K – 473
2019
Q2 		$128K Buy
3,285
+190
+6% +$7.19K 0.02% 197
2019
Q1 		$120K Sell
3,095
-585
-16% -$22.2K 0.02% 180
2018
Q4 		$133K Buy
+3,680
New +$141K 0.02% 169

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

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

Executive Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q3 2019, closing a stake of 3,285 shares — an estimated $128K sold.

Executive Wealth Management first reported a position in IYH in Q4 2018 and held it in 3 quarters. The position peaked at $133K in Q4 2018. 278 funds tracked by Wall St. Rank hold IYH as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares US Healthcare ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3,285 iShares US Healthcare ETF shares in Q3 2019, an estimated $128K.
  • Executive Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares US Healthcare ETF position peaked at $133K in Q4 2018.
  • 278 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.