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Freedom Investment Management’s iShares US Healthcare ETF IYH Stock Holding History

Freedom Investment 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
2016
Q1 		– Sell
-121,390
Closed -$3.64M – 858
2015
Q4 		$3.64M Buy
+121,390
New +$3.61M 0.28% 39
2015
Q3 		– Sell
-36,315
Closed -$1.15M – 706
2015
Q2 		$1.15M Buy
36,315
+16,485
+83% +$519K 0.12% 131
2015
Q1 		$612K Buy
19,830
+8,365
+73% +$253K 0.07% 257
2014
Q4 		$331K Buy
11,465
+1,390
+14% +$39.2K 0.04% 394
2014
Q3 		$271K Sell
10,075
-1,905
-16% -$50.2K 0.05% 364
2014
Q2 		$307K Buy
11,980
+830
+7% +$20.5K 0.05% 338
2014
Q1 		$274K Sell
11,150
-285
-2% -$6.93K 0.06% 315
2013
Q4 		$266K Buy
+11,435
New +$257K 0.07% 303
2013
Q3 		– Sell
-14,815
Closed -$297K – 395
2013
Q2 		$297K Buy
+14,815
New +$298K 0.1% 182

Other funds holding IYH

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Freedom Investment Management's IYH Position: Q1 2016 in Review

Freedom Investment Management sold out of iShares US Healthcare ETF (IYH) in Q1 2016, closing a stake of 121,390 shares — an estimated $3.64M sold.

Freedom Investment Management first reported a position in IYH in Q2 2013 and held it in 9 quarters. The position peaked at $3.64M in Q4 2015. 183 funds tracked by Wall St. Rank hold IYH as of Q1 2016.

  • Freedom Investment Management reported no remaining iShares US Healthcare ETF position as of Q1 2016 after selling out during the quarter.
  • Freedom Investment Management sold 121,390 iShares US Healthcare ETF shares in Q1 2016, an estimated $3.64M.
  • Freedom Investment Management first reported a position in iShares US Healthcare ETF in Q2 2013 and held it in 9 quarters.
  • Freedom Investment Management's iShares US Healthcare ETF position peaked at $3.64M in Q4 2015.
  • 183 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2016.

Based on Freedom Investment Management's 13F filing for Q1 2016, filed 8 Apr 2016.