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FolioMetrix’s iShares US Healthcare ETF IYH Stock Holding History

FolioMetrix’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
2015
Q2 		$4.49M Buy
154,315
+35,465
+30% +$1.12M 1.88% 21
2015
Q1 		$3.67M Buy
118,850
+30,460
+34% +$920K 1.85% 20
2014
Q4 		$2.46M Buy
+88,390
New +$2.49M 1.74% 17

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

FolioMetrix's IYH Position: Q2 2015 in Review

FolioMetrix increased its iShares US Healthcare ETF (IYH) stake by 30% in Q2 2015, buying an estimated $1.12M and bringing the position to 154,315 shares worth $4.49M. The position accounts for 1.88% of the portfolio, ranked #21.

FolioMetrix first reported a position in IYH in Q4 2014 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold IYH as of Q2 2015.

  • FolioMetrix held 154,315 shares of iShares US Healthcare ETF worth $4.49M as of Q2 2015.
  • FolioMetrix bought 35,465 iShares US Healthcare ETF shares in Q2 2015, an estimated $1.12M.
  • iShares US Healthcare ETF made up 1.88% of FolioMetrix's portfolio in Q2 2015, its #21 holding.
  • FolioMetrix first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.