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Financial Partners Group (Kansas)’s iShares US Healthcare ETF IYH Stock Holding History

Financial Partners Group (Kansas)’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
2020
Q2 		– Sell
-6,450
Closed -$233K – 103
2020
Q1 		$233K Buy
+6,450
New +$265K 0.14% 58

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Partners Group (Kansas)'s IYH Position: Q2 2020 in Review

Financial Partners Group (Kansas) sold out of iShares US Healthcare ETF (IYH) in Q2 2020, closing a stake of 6,450 shares — an estimated $233K sold.

Financial Partners Group (Kansas) first reported a position in IYH in Q1 2020 and held it in 1 quarter. The position peaked at $233K in Q1 2020. 329 funds tracked by Wall St. Rank hold IYH as of Q2 2020.

  • Financial Partners Group (Kansas) reported no remaining iShares US Healthcare ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 6,450 iShares US Healthcare ETF shares in Q2 2020, an estimated $233K.
  • Financial Partners Group (Kansas) first reported a position in iShares US Healthcare ETF in Q1 2020 and held it in 1 quarter.
  • Financial Partners Group (Kansas)'s iShares US Healthcare ETF position peaked at $233K in Q1 2020.
  • 329 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2020, filed 6 Aug 2020.