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FormulaFolio Investments’s iShares US Healthcare ETF IYH Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-13,120
Closed -$378K – 95
2014
Q4 		$378K Buy
+13,120
New +$370K 0.15% 54

Other funds holding IYH

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 22.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

FormulaFolio Investments's IYH Position: Q1 2015 in Review

FormulaFolio Investments sold out of iShares US Healthcare ETF (IYH) in Q1 2015, closing a stake of 13,120 shares — an estimated $378K sold.

FormulaFolio Investments first reported a position in IYH in Q4 2014 and held it in 1 quarter. The position peaked at $378K in Q4 2014. 207 funds tracked by Wall St. Rank hold IYH as of Q1 2015.

  • FormulaFolio Investments reported no remaining iShares US Healthcare ETF position as of Q1 2015 after selling out during the quarter.
  • FormulaFolio Investments sold 13,120 iShares US Healthcare ETF shares in Q1 2015, an estimated $378K.
  • FormulaFolio Investments first reported a position in iShares US Healthcare ETF in Q4 2014 and held it in 1 quarter.
  • FormulaFolio Investments's iShares US Healthcare ETF position peaked at $378K in Q4 2014.
  • 207 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2015.

Based on FormulaFolio Investments's 13F filing for Q1 2015, filed 17 Jun 2015.