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Founders Bank & Trust’s iShares US Healthcare ETF IYH Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$37K Hold
1,290
– – 0.02% 196
2014
Q3 		$35K Hold
1,290
– – 0.02% 195
2014
Q2 		$33K Hold
1,290
– – 0.02% 194
2014
Q1 		$32K Hold
1,290
– – 0.02% 189
2013
Q4 		$30K Buy
+1,290
New +$29K 0.02% 199

Other funds holding IYH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Bank & Trust's IYH Position: Q4 2014 in Review

Founders Bank & Trust held its iShares US Healthcare ETF (IYH) position steady in Q4 2014 at 1,290 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #196.

Founders Bank & Trust first reported a position in IYH in Q4 2013 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold IYH as of Q4 2014.

  • Founders Bank & Trust held 1,290 shares of iShares US Healthcare ETF worth $37K as of Q4 2014.
  • Founders Bank & Trust left its iShares US Healthcare ETF share count unchanged in Q4 2014.
  • iShares US Healthcare ETF made up 0.02% of Founders Bank & Trust's portfolio in Q4 2014, its #196 holding.
  • Founders Bank & Trust first reported a position in iShares US Healthcare ETF in Q4 2013 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.